VOOZH about

URL: https://www.cdata.com/kb/tech/intacct-jdbc-finereport.rst

⇱ Feed Sage Intacct Data into FineReport

Feed Sage Intacct Data into FineReport

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
How to set Sage Intacct data as a JDBC data source in FineReport.

The CData JDBC Driver for Sage Intacct fully implements the JDBC standard and can provide Sage Intacct data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Sage Intacct data as JDBC data source in FineReport and view Sage Intacct data as a table in the Report Designer.

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


Set Up a JDBC Data Source of Sage Intacct Data

Follow the instruction below to set Sage Intacct data as a FineReport database connection.

  1. Copy the cdata.jdbc.sageintacct.jar file from the lib folder in the CData JDBC Driver for Sage Intacct installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.sageintacct.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
    3. 👁 FineReport Server Tab (Salesforce is shown.)

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.sageintacct.SageIntacctDriver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Sage Intacct JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sageintacct.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

     jdbc:sageintacct:User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
    4. 👁 FineReport data connection definition window (Salesforce is shown.)
  4. Click Connection pool attributes and set Test before getting connections to No.
    5. 👁 FineReport connection pool (Salesforce is shown.)

Click Test connection to ensure you have configured the connection properly. With the connection to Sage Intacct set up, you can use it as FineReport data source.

Select Sage Intacct Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
    2. 👁 Adding a new DB query.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The Sage Intacct entities will appear as tables on the left pane.
  4. Write a SELECT statement for the Sage Intacct data tables and columns that you want to load.
    5. 👁 FineReport database query (Salesforce is shown.)
  5. Click preview and data is shown as table.
    6. 👁 FineReport database query preview (Salesforce is shown.)

With these simple steps, Sage Intacct can be used as a JDBC data source in FineReport.

Ready to get started?

Download a free trial of the Sage Intacct Driver to get started:

 Download Now

Learn more:

👁 Sage Intacct Icon
Sage Intacct JDBC Driver

Complete read-write access to Sage Intacct enables developers to search (Contacts, Invoices, Transactions, Vendors, etc.), update items, edit customers, and more, from any Java/J2EE application.