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Telegraph Lab

Accounting and ERP

Find and export
your Sage Intacct data.

Sage Intacct reports can provide record quantities for the agreed financial history. Data Delivery Service offers a broader extraction of selected objects to configured cloud storage.

Report in
Records
Category
Accounting and ERP
Last checked

Find your Sage Intacct data size

  1. Use report access covering the companies and entities in scope.
  2. Open Reports center and run a detail report for ledger entries, invoices or another relevant record type.
  3. Set the full retained period and export as CSV or Excel using the output controls.
  4. Count the detail records, distinguishing document totals from line entries.
Report permissions and entity filters affect the result. Name the objects and row definitions behind each count.

What to include in your data inventory

Report in records, with each financial type identified. Describe supporting documents and any file collection separately.

Give the entities, oldest retained financial period and users represented.

Add the dates covered and the people who use this software. Label estimates and describe how you calculated them.

Export your Sage Intacct history

  1. Export the required detail reports for the selected periods and entities.
  2. For a larger collection, have an administrator review Company → Setup → Data Delivery Service.
  3. Select the required objects and request all records for an initial extraction.
  4. Collect the CSV files from the configured cloud destination, preserving object identifiers and relationships.

Sage describes Data Delivery Service as a bulk route that writes selected object records to cloud storage.

Confirm the account's entitlement, permissions and attachment coverage with the administrator or Sage partner.

Why Sage Intacct data has value for AI training

Financial records can connect transactions with the accounting classifications applied by a team.

Entity and document context can help explain reconciliation and reporting workflows.

What stays private

Select entities, periods and fields in scope, reviewing confidential accounting and personal data.

Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.

Common questions about Sage Intacct data

Can reports provide the inventory counts?

Use full-period detail reports and identify what each row represents.

Where does Data Delivery Service put files?

It writes CSV object exports to the cloud storage destination configured for the account.

Should the first extraction be incremental?

Request the complete required record set before using changed-record exports for later updates.

Are attachments part of the CSV?

Check their coverage separately and arrange a supported file collection where required.

Your data inventory

Add your numbers to the picture.

Enter the quantities and years covered in your data inventory, then share it with your Telegraph Lab contact. We’ll review the material and discuss the next step with you.

Discuss your data