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

⇱ Back Up Sage Intacct data to SQL Server through SSIS

Back Up Sage Intacct data to SQL Server through SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Effortlessly backup data to SQL Server by utilizing the CData ADO.NET Provider for Sage Intacct. In this article, we will employ an SSIS workflow to populate a database with Sage Intacct data data.

This article illustrates using the Sage Intacct ADO.NET Data Provider within a SQL Server SSIS workflow for the direct transfer of Sage Intacct data to a Microsoft SQL Server database. It's worth noting that the identical process detailed below is applicable to any CData ADO.NET Data Providers, enabling the direct connection of SQL Server with remote data through SSIS.

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. Open Visual Studio and create a new Integration Services project.
  2. Add a new Data Flow task from the toolbox onto the Control Flow screen.

  3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

    👁 The components used in the data task in this example.
  4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Sage Intacct.

  5. In the connection manager, enter the connection details for Sage Intacct data.

    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.

    👁 Connection properties in the Connection Manager dialog. (Salesforce is shown.)

  6. Open the DataReader editor and set the following information:

    • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
    • Data access mode: Select 'SQL command'.
    • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:
      SELECT Name, TotalDue FROM Customer
    👁 The connection and query specified in the source component properties. (Salesforce is shown.)
  7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.

  8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

    • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
    • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.

  9. Configure any properties you wish on the Mappings screen.

    👁 Input and destination columns in the OLE DB Destination Editor.
  10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Sage Intacct data.
CodeProject

Ready to get started?

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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.