VOOZH about

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

⇱ Visualize Sage Intacct Data in TIBCO Spotfire through ADO.NET

Visualize Sage Intacct Data in TIBCO Spotfire through ADO.NET

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Integrate Sage Intacct data into dashboards in TIBCO Spotfire.

TIBCO Spotfire is a data visualization and business intelligence software developed by TIBCO Software Inc. It allows users to connect, visualize, and share insights from various data sources in real-time. Spotfire provides interactive dashboards, data analytics, and predictive analytics capabilities, enabling users to explore data, uncover trends, and make data-driven decisions. It is commonly used in businesses and organizations to analyze large datasets, gain valuable insights, and improve decision-making processes. Learn more at https://www.tibco.com/analytics.

In this article, we will guide you through the process of utilizing the CData ADO.NET Provider for Sage Intacct within TIBCO Spotfire. You will learn how to establish a connection and build a basic dashboard.

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


  1. Add the CData ADO.NET data source by clicking Add Data Tables.
  2. Click Add -> Database.
  3. Select the provider and click Configure.
  4. Define the connection settings. Below is a typical connection string:

    User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;

    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.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    👁 Connection properties in the Configure Data Source Connection dialog. (Salesforce is shown.)
  5. Select the tables that you want to add to the dashboard. This example uses Customer. You can also specify an SQL query. The driver supports the standard SQL syntax. 👁 Tables and columns selected in the tree or specified by an SQL query. (Salesforce is shown.)
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses TotalDue in the Numbers section and Name in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.

👁 A simple dashboard with a global filter. (Salesforce 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.