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Connecting To DataBlend Within Sage Intacct

Overview

Connecting to DataBlend within Sage Intacct is simple. This powerful enhancement enables users to automate data movement between Sage Intacct and essential platforms like Workday Adaptive Planning, Google Sheets, CRMs, and more - eliminating manual data entry and optimizing efficiency. With DataBlend inside Sage Intacct, finance teams can work smarter, not harder.

Connection Steps

Step 1: First, click add Dashboards link from the menu.

Step 2: Then Add Dashboard as shown below:

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Step 3: On Dashboard Properties, give this a name Like “DataBlend” and choose 1 column.

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Step 4: Next navigate to the dashboards and choose “View Components”

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Step 5: Click the ADD button as shown below:

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Step 6: Choose a component type of Smart Links and Fetch as shown below.

Choose a height of 900 and a URL of https://ml.datablend.com/login as shown below.

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Step 7: The end result is DataBlend is on the dashboard menu as shown below:

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Step 8: Users must login as normal and then DataBlend is presented in the tab inside Intacct.  Note, you will have to maintain login status and re-login from time to time following DataBlend security policies but the full functionality of the platform is then available in Sage Intacct.