# \#sage-intacct **URL:** https://community.cdata.com/tag/sage-intacct/83.md [Latest](https://community.cdata.com/latest.md) · [Categories](https://community.cdata.com/categories.md) · [Tags](https://community.cdata.com/tags.md) --- ## [Sage Intacct Job Configuration Best Practices](https://community.cdata.com/t/sage-intacct-job-configuration-best-practices/1260)
**Author:** [@noebrown](https://community.cdata.com/u/noebrown)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 4:17pm UTC](https://community.cdata.com/t/sage-intacct-job-configuration-best-practices/1260 "2026-01-12T16:17:30Z")
The following is intended for jobs that use Sage Intacct as a source connection. Prerequisites Before configuring any Sage Intacct replication job, verify the following in the tables/tasks of your job. You can verify ea… --- ## [Write Operations on Sage Intacct with Embedded Web Services Credentials](https://community.cdata.com/t/write-operations-on-sage-intacct-with-embedded-web-services-credentials/1186)
**Author:** [@user1](https://community.cdata.com/u/user1)\ **Replies:** 0\ **Last updated:** [September 11, 2025, 10:20pm UTC](https://community.cdata.com/t/write-operations-on-sage-intacct-with-embedded-web-services-credentials/1186 "2025-09-11T22:20:10Z")
Hey CData Community! CData Sage Intacct drivers support write operations using embedded Web Services credentials with Basic authentication. That means you can create, update, or delete Intacct objects—like vendors, enga… --- ## [CreateCustomReportSchema Stored Procedure fails for Report of Customer aging header object](https://community.cdata.com/t/createcustomreportschema-stored-procedure-fails-for-report-of-customer-aging-header-object/1082)
**Author:** [@Naomi\_Y](https://community.cdata.com/u/Naomi_Y)\ **Replies:** 1\ **Last updated:** [April 30, 2025, 5:53pm UTC](https://community.cdata.com/t/createcustomreportschema-stored-procedure-fails-for-report-of-customer-aging-header-object/1082 "2025-04-30T17:53:48Z")
When I attempt to create a custom report schema using the CreateCustomReportSchema Stored Procedure in Connect Cloud, I am immediately faced with an error of “The query failed with the following error: \[XXX\] . Object typ… --- ## [Connect Spreadsheets Error - exception: service spreadsheets timed out while accessing document with id](https://community.cdata.com/t/connect-spreadsheets-error-exception-service-spreadsheets-timed-out-while-accessing-document-with-id/1068)
**Author:** [@JDB](https://community.cdata.com/u/JDB)\ **Replies:** 1\ **Last updated:** [April 8, 2025, 9:06pm UTC](https://community.cdata.com/t/connect-spreadsheets-error-exception-service-spreadsheets-timed-out-while-accessing-document-with-id/1068 "2025-04-08T21:06:43Z")
Connected to Sage Intacct data via Google Sheets. When processing a basic query of 15 fields (no formulas) I receive this error after about 136,000+ rows. This ran fine in MS Excel. I’ve set Timeout to 0 but the issue… --- ## [Sage Intacct Sync: tables vs views](https://community.cdata.com/t/sage-intacct-sync-tables-vs-views/885)
**Author:** [@steven.hicks](https://community.cdata.com/u/steven.hicks)\ **Replies:** 1\ **Last updated:** [August 27, 2024, 8:10pm UTC](https://community.cdata.com/t/sage-intacct-sync-tables-vs-views/885 "2024-08-27T20:10:44Z")
We are currently implementing CData to sync to a data warehouse. I’m not non-techy guy on the team and we’re trying to figure out the tables and views that are listed in the Sage Intacct Connector for CData Sync - Data M… --- ## [Does Connect Cloud support incremental refreshes in PowerBI?](https://community.cdata.com/t/does-connect-cloud-support-incremental-refreshes-in-powerbi/640)
**Author:** [@James\_T](https://community.cdata.com/u/James_T)\ **Replies:** 3\ **Last updated:** [April 25, 2024, 7:57pm UTC](https://community.cdata.com/t/does-connect-cloud-support-incremental-refreshes-in-powerbi/640 "2024-04-25T19:57:36Z")
I am importing some very large tables into PowerBI. Each time the data refreshes, the process gets slowed down since all of the data is getting requested/refreshed. Does Connect Cloud support updating/refreshing the dat… --- ## [Cdata: PowerBI + Sage Intacct Performance](https://community.cdata.com/t/cdata-powerbi-sage-intacct-performance/605)
**Author:** [@taranr\_sockeye](https://community.cdata.com/u/taranr_sockeye)\ **Replies:** 4\ **Last updated:** [February 5, 2024, 8:24pm UTC](https://community.cdata.com/t/cdata-powerbi-sage-intacct-performance/605 "2024-02-05T20:24:14Z")
Hi! Two pronged question. What’s typical performance that should be expected with Cdata’s Sage Intacct / Power BI connector? \[I’m getting about 250k rows loaded from a large data set in an hour\] Are there any tr… --- ## [Sage Intacct – Single Page Performance Concerns](https://community.cdata.com/t/sage-intacct-single-page-performance-concerns/618)
**Author:** [@Naomi\_Y](https://community.cdata.com/u/Naomi_Y)\ **Replies:** 0\ **Last updated:** [January 29, 2024, 4:31pm UTC](https://community.cdata.com/t/sage-intacct-single-page-performance-concerns/618 "2024-01-29T16:31:42Z")
When querying for Sage Intacct data, you may experience slow performance with certain pages returned from Sage Intacct’s API. Typically, the performance of our Connectors is limited to the performance of the data source’… --- ## [Can I schedule a refresh in PowerBI using CData Connect Cloud?](https://community.cdata.com/t/can-i-schedule-a-refresh-in-powerbi-using-cdata-connect-cloud/590)
**Author:** [@James\_T](https://community.cdata.com/u/James_T)\ **Replies:** 1\ **Last updated:** [January 2, 2024, 10:01pm UTC](https://community.cdata.com/t/can-i-schedule-a-refresh-in-powerbi-using-cdata-connect-cloud/590 "2024-01-02T22:01:40Z")
I am using CData Connect Cloud with PowerBI to access my data (Sage Intacct). Is there a way to configure a scheduled refresh? Is this even something that Connect Cloud supports? --- ## [Sage Intacct - “Invalid XML: extra characters in comment declaration.” error with OKTA SSO](https://community.cdata.com/t/sage-intacct-invalid-xml-extra-characters-in-comment-declaration-error-with-okta-sso/570)
**Author:** [@Bergi\_M](https://community.cdata.com/u/Bergi_M)\ **Replies:** 0\ **Last updated:** [December 14, 2023, 7:10pm UTC](https://community.cdata.com/t/sage-intacct-invalid-xml-extra-characters-in-comment-declaration-error-with-okta-sso/570 "2023-12-14T19:10:53Z")
The error “Invalid XML: extra characters in comment declaration” occurs when the response received by our driver doesn’t correctly implement OKTA authentication. This means that the driver doesn’t receive the SAML Respon… --- ## [“Could not update Project Estimate record. Project can not be empty. Pick a valid Project ID” error while updating the IsPrimary column of the PjEstimate table in Sage Intacct.](https://community.cdata.com/t/could-not-update-project-estimate-record-project-can-not-be-empty-pick-a-valid-project-id-error-while-updating-the-isprimary-column-of-the-pjestimate-table-in-sage-intacct/476)
**Author:** [@margeritaq](https://community.cdata.com/u/margeritaq)\ **Replies:** 0\ **Last updated:** [October 23, 2023, 6:00pm UTC](https://community.cdata.com/t/could-not-update-project-estimate-record-project-can-not-be-empty-pick-a-valid-project-id-error-while-updating-the-isprimary-column-of-the-pjestimate-table-in-sage-intacct/476 "2023-10-23T18:00:47Z")
When trying to update the IsPrimary column of the PjEstimate (a.k.a Project Estimate) table, you will probably face the following error: “Could not update Project Estimate record. Project can not be empty. Pick a… --- ## [Using parameters in the SQL Statements via Power Query in Excel](https://community.cdata.com/t/using-parameters-in-the-sql-statements-via-power-query-in-excel/460)
**Author:** [@Ilia\_N](https://community.cdata.com/u/Ilia_N)\ **Replies:** 0\ **Last updated:** [October 16, 2023, 3:11pm UTC](https://community.cdata.com/t/using-parameters-in-the-sql-statements-via-power-query-in-excel/460 "2023-10-16T15:11:29Z")
In certain situations, you may find the need to run a SQL Statement with conditions, like a StartDate and EndDate, and import the resulting data into Excel. Additionally, taking it a step further, reading input parameter… --- ## [Web services authorization is not valid. The sender ID ‘CData’ is not authorized to make Web Services requests to company ID ‘CompanyID’.](https://community.cdata.com/t/web-services-authorization-is-not-valid-the-sender-id-cdata-is-not-authorized-to-make-web-services-requests-to-company-id-companyid/435)
**Author:** [@Luçjano\_Capo](https://community.cdata.com/u/Lu%C3%A7jano_Capo)\ **Replies:** 0\ **Last updated:** [October 5, 2023, 6:16pm UTC](https://community.cdata.com/t/web-services-authorization-is-not-valid-the-sender-id-cdata-is-not-authorized-to-make-web-services-requests-to-company-id-companyid/435 "2023-10-05T18:16:38Z")
The error message, “Web services authorization is not valid. The sender ID ‘CData’ is not authorized to make Web Services requests to company ID ‘CompanyID.’ Contact the company administrator to grant Web Services author… --- ## [No SAML found in the HTML server response!](https://community.cdata.com/t/no-saml-found-in-the-html-server-response/374)
**Author:** [@Luçjano\_Capo](https://community.cdata.com/u/Lu%C3%A7jano_Capo)\ **Replies:** 0\ **Last updated:** [September 1, 2023, 8:50pm UTC](https://community.cdata.com/t/no-saml-found-in-the-html-server-response/374 "2023-09-01T20:50:36Z")
If you are trying to utilize the AuthScheme OKTA as your authentication method of choice, you might’ve stumbled upon this error. This error indicates an issue with the Login URL you’ve set in the SSO Login URL … --- ## [Slowness & Latency Using SageIntacct ODBC Driver](https://community.cdata.com/t/slowness-latency-using-sageintacct-odbc-driver/369)
**Author:** [@lwhieldon](https://community.cdata.com/u/lwhieldon)\ **Replies:** 0\ **Last updated:** [August 30, 2023, 7:09pm UTC](https://community.cdata.com/t/slowness-latency-using-sageintacct-odbc-driver/369 "2023-08-30T19:09:24Z")
I have deployed CDATA Sage Intacct ODBC Driver on an Azure Virtual Machine that also hosts a SQL Server for which we want to copy data from Sage Intacct to table(s) on SQL Server. I have set up my environment 2 ways desc… --- ## [Sage Intacct error – SenderId not authorized to make Web Services requests](https://community.cdata.com/t/sage-intacct-error-senderid-not-authorized-to-make-web-services-requests/282)
**Author:** [@Rodrigo\_de\_Albuquerque](https://community.cdata.com/u/Rodrigo_de_Albuquerque)\ **Replies:** 0\ **Last updated:** [July 24, 2023, 5:57pm UTC](https://community.cdata.com/t/sage-intacct-error-senderid-not-authorized-to-make-web-services-requests/282 "2023-07-24T17:57:23Z")
When using a CData Sage Intacct connector, you may encounter the following error: “The sender ID ‘sender\_id’ is not authorized to make Web Services requests to company ID ‘company\_id’.” This is a permissions error and th…