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

⇱ Create Sage Intacct-Connected Business Apps in AppSheet

Create Sage Intacct-Connected Business Apps in AppSheet

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Sage Intacct Data via CData Connect AI in Google AppSheet and create custom business applications with real-time access to Sage Intacct data.

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Sage Intacct data for business applications. This article outlines the process of connecting to Sage Intacct using Connect AI and constructing a basic app from Sage Intacct data within AppSheet.

CData Connect AI offers a dedicated cloud-to-cloud interface for Sage Intacct, enabling the creation of reports directly from live Sage Intacct data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. 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 AppSheet

Connectivity to Sage Intacct from AppSheet is made possible through CData Connect AI. To work with Sage Intacct data from AppSheet, 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 AppSheet.

Connect to Sage Intacct from AppSheet

The steps below outline connecting to CData Connect AI from AppSheet to create a new Sage Intacct data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source 👁 Creating a new data source
  4. Select Cloud Database and set the connection information
    • Type: Sql Server
    • Server: tds.cdata.com,14333
    • Database: the Sage Intacct connection, for example, SageIntacct1
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • SSL: Require SSL
    👁 Connecting to Connect AI
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Sage Intacct, you can start building apps on Sage Intacct data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source
  4. Select the table or view with the data you want 👁 Selecting a table

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

👁 Configuring an app connected to Connect AI.

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