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URL: https://www.cdata.com/kb/tech/intacct-odata-infragistics-reveal.rst

⇱ Analyze Sage Intacct Data in Infragistics Reveal

Analyze Sage Intacct Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of Sage Intacct data and visualize live Sage Intacct data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Sage Intacct data. The CData API Server generates an OData API for Sage Intacct, which is natively consumable in Reveal. In this article, we walk through connecting to Sage Intacct in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

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 API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
  2. Select "Sage Intacct" 👁 Selecting a Connector (Salesforce is shown).
  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).

Add Sage Intacct Resource Definitions in API Server

After connecting to Sage Intacct, create Resources, which represent API endpoints for Sage Intacct data.

  1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
  2. Select the Sage Intacct connection 👁 Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to Sage Intacct from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Sage Intacct Connection and Resource(s) 👁 Creating a new user
👁 API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

👁 Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize Sage Intacct data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Source -> OData Feed 👁 Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Sage Intacct data. For more information on creating OData feeds from Sage Intacct (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Sage Intacct data in tools that consume OData APIs.