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URL: https://www.cdata.com/kb/tech/intacct-cloud-power-automate-desktop.rst

⇱ Integrate Sage Intacct Data into Power Automate Desktop using CData Connect

Integrate Sage Intacct Data into Power Automate Desktop using CData Connect

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
CData Connect for Sage Intacct Data enables you to integrate Sage Intacct data into workflows built using Microsoft Power Automate Desktop.

CData Connect enables you to access live Sage Intacct data in workflow automation tools like Power Automate. This article shows how to integrate Sage Intacct data into a simple workflow, saving Sage Intacct data into a CSV file.

CData Connect provides a live interface for Sage Intacct, allowing you to integrate with live Sage Intacct data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Sage Intacct, leveraging server-side processing to quickly return 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 Power Automate

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

Integrate Sage Intacct Data into Power Automate Workflows

After configuring CData Connect with Sage Intacct, you are ready to integrate Sage Intacct data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the options to connect to Sage Intacct, query Sage Intacct using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

  1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
  2. On the Connection tab:
    1. Select or enter a server name: set to tds.cdata.com,14333
    2. Enter information to lag onto the server: select "Use a specific username and password"
      • Set User name to your CData Connect AI user name (e.g. [email protected])
      • Set Password to your PAT
      • Select the database: use the database configured above (e.g. SageIntacct1)
  3. Click "Test Connection" to ensure the connection is configured properly
  4. Click "OK" 👁 A configured connection to CData Connect

After building the connection string in the Data Link Properties wizard, save the action.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM Customer

After configuring the properties, save the action.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the properties, save the action.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to save Sage Intacct data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With CData Connect AI, you get live connectivity to Sage Intacct data within your Microsoft Power Automate workflows.

SQL Access to Sage Intacct Data from Cloud Applications

Now you have a direct connection to live Sage Intacct data from Power Automate tasks. You can create more connections and workflows to drive business — 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, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):