Working with Sage Intacct Data in LINQPad

Jerod Johnson
Director, Technology Evangelism

Execute LINQ queries to Sage Intacct data in LINQPad.

The CData ADO.NET Provider for Sage Intacct enables you to use standard ADO.NET interfaces like LINQ and the Entity Framework to work with Sage Intacct data. This article will demonstrate the process of establishing a connection from LINQPad and executing LINQ queries.

About Sage Intacct Data Integration

CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:

Access Sage Intacct without worrying about API updates or changes.
Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.

To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.

Getting Started

Create the Data Model

After downloading and installing both the provider and LINQPad, create a new class library project within Visual Studio.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

Right-click your project and click Add -> New Item -> ADO.NET Entity Data Model. In the resulting dialog, select Code First from database. Click New Connection and specify the connection string options in the resulting wizard.

To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

User, Password, and CompanyId are the credentials for the account you wish to connect to.
SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

Below is a typical connection string:
```
User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
```
👁 The required connection properties in the Entity Data Model Configuration Wizard. (JSON is shown.)
Select the desired tables and views and click Finish to create the data model.
👁 The last step of the Entity Data Model Configuration Wizard, where tables are imported into the entity model.
Build the project. The generated files can be used to create the Sage Intacct connection in LINQPad.

Connect to Sage Intacct Data in LINQPad

After you have obtained the required connection properties and created the data model assembly, follow the steps below to start using the data model in LINQPad.

Open LINQPad and click Add Connection.
Select the "Use a typed data context from your own assembly" option.
Select Entity Framework DbContext.
👁 The Choose Data Context dialog.
Click Browse next to the Path to Custom Assembly box and browse to your project folder. Browse to the .dll or .exe under the bin folder.
Select the name of the DbContext.
If you saved your connection string in App.Config, specify the path to the App.config.

👁 The next step of the wizard, where the data model assembly is imported.

You can now query Sage Intacct data through LINQPad. For examples of the supported LINQ queries, see the "LINQ and Entity Framework" chapter in the help documentation.

👁 The results of a query in LINQPad. (JSON is shown.)

Ready to get started?

Download a free trial of the Sage Intacct Data Provider to get started:

Download Now

Learn more:

👁 Sage Intacct Icon
Sage Intacct ADO.NET Provider

Complete read-write access to Sage Intacct enables developers to search (Contacts, Invoices, Transactions, Vendors, etc.), update items, edit customers, and more, from any .NET application.

URL: https://www.cdata.com/kb/tech/intacct-ado-linqpad.rst