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

⇱ Build Automated Sage Intacct-Connected Workflows in Zapier

Build Automated Sage Intacct-Connected Workflows in Zapier

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live Sage Intacct data and build automated workflows in Zapier.

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect AI, you get access to live Sage Intacct data for your workflows. This article shows how to connect to Sage Intacct and build workflows with live Sage Intacct data in Zapier.

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 Zapier

To work with Sage Intacct in Zapier, 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 Zapier

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 Zapier.

Connect to Sage Intacct Data in Zapier Workflows

To establish a connection from Zapier to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Zapier.
  2. Click Create Zap.
  3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath. 👁 Creating a Webhooks by Zapier Zap.
  4. Under Event, select Retrieve Poll. 👁 Creating a Retrieve Poll event.
  5. Fill in the connection details:
    • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
    • Key: Enter "value.name."
    • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect AI username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
    👁 Configuring the connection to Connect AI OData or Workspace URLs.
  6. Click Test. If the connection is set up properly, sample records will appear. 👁 Testing the connection.

Simplified Access to Sage Intacct Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Sage Intacct data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect AI page.