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

⇱ Create Sage Intacct-Connected Applications in Appsmith

Create Sage Intacct-Connected Applications in Appsmith

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to Sage Intacct Data via CData Connect AI in Appsmith and create custom business applications with real-time access to Sage Intacct data.

Appsmith is an open-source internal tool builder that allows teams to quickly and easily build a UI to help improve their business operations. When combined with CData Connect AI, you gain immediate access to Sage Intacct data for business applications. This article outlines the process of connecting to Sage Intacct using Connect AI and creating a basic application from Sage Intacct data within Appsmith.

CData Connect AI offers a pure SQL Server, cloud-to-cloud interface for Sage Intacct, enabling the creation of business applications directly from live Sage Intacct data within Appsmith, all without the need for data replication to a native database. As you build applications, Appsmith generates SQL queries to gather data. 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 Appsmith

Connectivity to Sage Intacct from Appsmith is made possible through CData Connect AI. To work with Sage Intacct data from Appsmith, 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, we are ready to connect to Sage Intacct data from Appsmith.

Create an Appsmith Application from live Sage Intacct Data

To establish a connection from Appsmith to the CData Connect AI Virtual SQL Server, follow these steps:

Connect to Sage Intacct in Appsmith

  1. Log in to your Appsmith instance and create a new application.
  2. In the new application, open the Data page and select Bring your data. 👁 Open the Data page
  3. On this page, you can search for Microsoft SQL Server and select it as your data source. 👁 Select Microsoft SQL Server datasource
  4. Enter a name for the new data source and then enter the following connection settings:
  5. Click Test configuration to confirm a successful connection, then click Save to save the datasource.

Create a new query

With a connection configured to a datasource, we can add a SQL query to actually retrieve data from the data source.

  1. On the screen with the new data source, click New Query. 👁 Create a New Query
  2. This opens the Query Editor to enter a SQL query to select data. To assist with specifying a SQL query, use the Explorer of CData Connect AI to preview the SQL queries and the data you want to retrieve. 👁 Preview queries in the Explorer
  3. After creating the SQL query, return to the Query Editor in Appsmith and enter the SQL query, then click Run. 👁 Run the SQL query
  4. Once the query successfully runs, all that remains is to set up the Page to display the data retrieved.

Display Sage Intacct data

  1. Open the UI tab and click New UI element. 👁 New UI element
  2. Choose a new UI element to grab, then drag and place the element on the page. 👁 New UI element
  3. Click Connect data on the new UI element, then select the query previously created. 👁 Connect to data
  4. With the data connected, it is then displayed in the UI element. 👁 UI element connected

Deploy the application

With the Sage Intacct data connected to the UI elements in the application, we can deploy the Application. To do this, click Deploy in the top-right corner of Appsmith, then the application is opened in a separate window displaying the Sage Intacct data.

👁 Application deployed

Get CData 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!