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

⇱ Build Sage Intacct-Connected Apps in Bubble

Build Sage Intacct-Connected Apps in Bubble

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create an OData feed for Sage Intacct Data and create custom apps in Bubble.

Bubble is a no-code platform that simplifies the process of developing and launching apps and businesses. When coupled with CData Connect AI, you gain effortless no-code access to Sage Intacct data for streamlined app development. This article guides you through the integration process from Bubble to Sage Intacct using CData Connect AI.

CData Connect AI provides a pure cloud-to-cloud OData interface for Sage Intacct data that allows you to integrate from Bubble to Sage Intacct data in real time.

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


Connect to Sage Intacct from Bubble

To work with Sage Intacct data from Bubble, we need to connect to Sage Intacct from Connect AI, provide user access to the connection, and create a Workspace for the Sage Intacct data.

Connect to Sage Intacct from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  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.

Configure Sage Intacct Endpoints for Bubble

After connecting to Sage Intacct, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Sage Intacct connection (e.g. SageIntacct1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Sage Intacct data from Bubble.

Build a Sage Intacct-Connected App

With OData endpoints added to Connect AI, you can build an app in Bubble with live access to Sage Intacct data.

Configure the Bubble API Connector

To start, Configure the API Connector for accessing CData Connect AI from Bubble.

  1. In your app, click the Plugins tab and click Add plugins
  2. Search for "API Connector" and click Install 👁 Installing the API Connector plugin
  3. After installation, click the "Add another API" button and configure the API:
    • Name the API
    • Set Authentication to "HTTP Basic Auth"
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the user
    • Expand the API Call, select the "GET" command and set the URL to a Workspace endpoint you previously configured (e.g. https://cloud.cdata.com/api/odata/{workspace_name}/Customer)
    👁 Configuring the API Call
  4. Click the "Initialize call" button to adjust data types in the response (as needed) 👁 Initializing the call
  5. After making any necessary changes, click "Save" 👁 Saving the data types

Configure the App UI

With the API Connector configure, you are ready to retrieve Sage Intacct data in your Bubble app. In this article, we request the data with a UI component that can display an Excel-like table.

  1. On the Plugin tab, install the "Excel-like HandsonTable" 👁 Adding the Excel-like HandsonTable plugin
  2. On the Design tab, add an "Excel Table" to the workspace 👁 Adding an Excel Table to the app
  3. In the Excel Table, in Data source, select "Get data from an external API"
  4. Set Type of content to "API Call value"
  5. Set Data source to "CData Connect AI - API Call's value" (or equivalent) 👁 Binding the Excel Table to the API Call
  6. Click "Preview" to ensure the data was retrieved from Sage Intacct. 👁 Previewing the app

At this point, you can develop applications with live access to Sage Intacct data without needing to know the complexities of the back-end API.

Live Access to Sage Intacct Data from Cloud Applications

Now you have a direct connection to live Sage Intacct data from Bubble. You can create more Sage Intacct-connected apps — all without writing any code or replicating Sage Intacct data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect AI.