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

⇱ Connect to Sage Intacct Data in RunMyProcess through Connect AI

Connect to Sage Intacct Data in RunMyProcess through Connect AI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API for Sage Intacct Data and connect to Sage Intacct data in Akorbi Digital RunMyProcess.

Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect AI creates a live connection to Sage Intacct and can be used to generate an OData API (natively supported in RunMyProcess) for Sage Intacct. By pairing RunMyProcess with CData Connect AI, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect AI from RunMyProcess as you would any other REST service and get instant, live access to your Sage Intacct data.

In this article, we walk through connecting to Sage Intacct from CData Connect AI and accessing Sage Intacct data through an OData feed in RunMyProcess.

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 RunMyProcess

To work with live Sage Intacct data in RunMyProcess, 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 RunMyProcess

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 RunMyProcess.

Retrieve Sage Intacct Data from RunMyProcess DigitalSuite Studio

With the connection to Sage Intacct and OData endpoints created, we are ready to add Sage Intacct data to RunMyProcess for Retrieval.

Create a Provider

  1. Log into RunMyProcess and open DigitalSuite Studio.
  2. Click Resources to bring up the Resources page, then select then the CONNECTORS tab. 👁 Connectors page
  3. Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm. 👁 Create a new provider
  4. In the provider settings page, configure the following properties.
    • URL: Set the OData endpoint in the Connect AI OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication Schema: Select Login/Password.
    • Login: Specify a CData Connect AI username (e.g. [email protected]).
    • Password: Specify the PAT of the Connect AI user.
    👁 Selecting a connector
  5. Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
  6. Click Save to save the properties.

Retrieve Sage Intacct Data by Creating a Connector

  1. In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
  2. In the following page, set Connector URL to the OData endpoint configured in Connect AI (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) 👁 Connector settings page
  3. Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information. 👁 Execution test page

More Information & Free Trial

Now, you have created a provider and connector to retrieve Sage Intacct data. For more information on creating OData feeds from Sage Intacct (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Sage Intacct data in RunMyProcess.