VOOZH about

URL: https://www.cdata.com/kb/tech/intacct-jdbc-pentaho-report-designer.rst

⇱ Integrate Sage Intacct Data in the Pentaho Report Designer

Integrate Sage Intacct Data in the Pentaho Report Designer

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Publish reports based on Sage Intacct data in the Pentaho BI tool.

The CData JDBC driver for Sage Intacct data enables access to live data from dashboards and reports. This article shows how to connect to Sage Intacct data as a JDBC data source and publish reports based on Sage Intacct data in Pentaho.

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 and Create a Report

  1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
  2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

  3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Sage Intacct connection. In the resulting dialog, configure the connection properties as shown below.

    • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:sageintacct: and is followed by a semicolon-separated list of 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.

      Below is a typical JDBC URL:

      jdbc:sageintacct:User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
    • Custom Driver Class Name: Enter cdata.jdbc.sageintacct.SageIntacctDriver.
    • User Name: The username to authenticate with.
    • Password: The password to authenticate with.
    👁 Required connection properties defined in the JDBC URL. (Salesforce is shown.)

Add Sage Intacct Data to a Report

You are now ready to create a report with Sage Intacct data.

  1. Add the Sage Intacct source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

  2. Configure the query. This article uses the one below: 

    SELECT Name, TotalDue FROM Customer
    👁 The query to retrieve data, specified in the JDBC data source configuration wizard. (Salesforce is shown.)
  3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Customer table.
  4. Finally, run the report to see the chart.
👁 A chart generated from up-to-date data. (Salesforce is shown.)

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.