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

⇱ Connect to Sage Intacct Data in Airbyte ELT Pipelines

Connect to Sage Intacct Data in Airbyte ELT Pipelines

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to build ELT pipelines for Sage Intacct data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Sage Intacct data. This article illustrates the process of connecting to Sage Intacct through Connect AI and constructing ELT pipelines for Sage Intacct data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Sage Intacct, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Sage Intacct. This harnesses server-side processing to swiftly retrieve the desired 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 Airbyte

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

  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.

    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 Airbyte.

Connect to Sage Intacct from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

  1. Log in to your Airbyte account 👁 Logging into Airbyte
  2. On the left panel, click Sources, then Add New Source
    • Set Source Type to MSSQL Server to connect the TDS endpoint
    • Set Source Name
    • Set Host URL to tds.cdata.com
    • Set Port to 14333
    • Set Database to the name of the connection you previously configured, e.g. SageIntacct1.
    • Set Username to your Connect AI username
    • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
    • (Optional) Set Schema to anything you want to apply to the source
    • Set Password to your Connect AI PAT
    • (Optional) Enter any needed JBDC URL Params
  3. Click Test and Save to create the data source.
👁 Configuring the connection to Connect AI

Create ELT Pipelines for Sage Intacct Data

To connect Sage Intacct data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

Get CData Connect AI

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