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

⇱ Work with Live Sage Intacct Data in Power Query

Work with Live Sage Intacct Data in Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Sage Intacct data and work with live Sage Intacct data in Microsoft Power Query.

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Sage Intacct data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to Sage Intacct data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Sage Intacct, allowing you to easily integrate with live Sage Intacct data in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and 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 Query

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

Working with Live Sage Intacct Data in Power Query

With the connection to Connect AI configured, you are ready to work with live Sage Intacct data in Power Query.

  1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor) 👁 Opening the Power Query Editor
  2. Click New Source -> SQL Server 👁 Creating a new SQL Server Source
  3. In the SQL Server database modal:
    • Set Server to tds.cdata.com,14333
    • (Optional) Set Database to the name of the Sage Intacct connection (e.g. SageIntacct1 )
    👁 Configuring the Server
  4. In the SQL Server credentials modal, select "Database" and
    • Set User to your Connect AI username (e.g. [email protected] )
    • Set Password to the PAT for the above user
    👁 Configuring the credentials
  5. Click Connect
  6. Select the table(s) you wish to work with in the Navigator and click "OK" 👁 Selecting the table(s) (Salesforce is shown)

At this point, you have live access to Sage Intacct data from Power Query for transformation and preparation.

👁 Working with data in Power Query (Salesforce is shown)

SQL Access to Sage Intacct Data

Now you have a direct connection to live Sage Intacct data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating Sage Intacct data.

To get real-time 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.