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URL: https://www.cdata.com/kb/tech/intacct-cloud-acl-analytics.rst

⇱ Connect to Sage Intacct Data in ACL Analytics

Connect to Sage Intacct Data in ACL Analytics

👁 Stanley Liu
Stanley Liu
Associate Technical Product Marketer
Connect to Sage Intacct data via CData Connect AI in ACL Analytics to run your data analysis workflows with real-time access to Sage Intacct data.

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect AI offers a dedicated cloud-to-cloud interface for Sage Intacct, enabling analytics directly from live Sage Intacct data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Sage Intacct. This leverages server-side processing to swiftly deliver the requested Sage Intacct data.

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


Configure Sage Intacct Connectivity for ACL Analytics

Connectivity to Sage Intacct from ACL Analytics is made possible through CData Connect AI. To work with Sage Intacct data from ACL Analytics, we start by creating and configuring a Sage Intacct connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Sage Intacct" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Sage Intacct. Enter the necessary authentication properties to connect to Sage Intacct.

    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.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Sage Intacct data from ACL Analytics.

Connect to Sage Intacct from ACL Analytics

The steps below outline connecting to CData Connect AI from ACL Analytics to create a new Sage Intacct data source. The CData Connect AI Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

  1. With your Analytics File open, select 'Import' --> 'Database and application' 👁 Creating a new data source
  2. Create a new connection
  3. Set the connection information
    • Server: tds.cdata.com
    • Port: 14333
    • Auth Scheme: Password
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • Database: the name of your Sage Intacct connection, for example, SageIntacct1
    👁 Connecting to Connect AI
  4. Click "Test Connection"
  5. Click "OK"
  6. You are now ready to work with your Sage Intacct data in ACL Analytics! 👁 See your data in ACL Analytics

Live connections to Sage Intacct data from your applications

ACL Analytics can now connect to live Sage Intacct data directly through Connect AI, allowing you to analyze Sage Intacct data without duplicating it.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect AI today!

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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