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

⇱ Create Sage Intacct-Connected Visualizations in Klipfolio

Create Sage Intacct-Connected Visualizations in Klipfolio

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Sage Intacct Data from Klipfolio and build custom visualizations using live Sage Intacct data.

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Sage Intacct data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Sage Intacct within Connect AI and creating visualizations using Sage Intacct data in Klipfolio.

CData Connect AI offers a direct cloud-to-cloud interface for Sage Intacct, enabling you to construct reports from real-time Sage Intacct data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect AI efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Sage Intacct, harnessing server-side processing to swiftly retrieve the requested Sage Intacct data 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 Klipfolio

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

Connect to Sage Intacct from Klipfolio

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

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MSSQL as the Service 👁 Adding a new datasource.
  4. Click "Create a custom MSSQL data source"
  5. Configure the data source by setting the MSSQL connection properties:
    • Host: tds.cdata.com
    • Port: 14333
    • Database: your database (e.g., SageIntacct1)
    • Driver: MS SQL
    • Username: a Connect AI user (e.g. [email protected])
    • Password: the above user's PAT
    • SQL Query: any query to retrieve data (e.g. SELECT * FROM Customer )
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
    👁 Configuring the connection to Connect AI.
  6. Click "Get data" to preview the Sage Intacct data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit" 👁 Configuring the data model.

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create metrics"
  2. Select a Data source
  3. Select a Metric value and default aggregation
  4. Select Segmentation(s)
  5. Select a Date & time
  6. Select a Data shape
  7. Configure the Display settings
  8. Click Save 👁 Configuring a Metric
  9. Navigate to your Metric and further configure the visualization 👁 A configured Metric

SQL Access to Sage Intacct Data from Cloud Applications

Now you have a Metric built from live Sage Intacct data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Sage Intacct data.

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