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URL: https://www.cdata.com/kb/tech/intacct-odbc-active-query-builder.rst

⇱ Rapidly Develop Sage Intacct-Driven Apps with Active Query Builder

Rapidly Develop Sage Intacct-Driven Apps with Active Query Builder

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the Active Query Builder SQL interface and .NET data access to create data-driven WinForms and ASP.NET apps backed by Sage Intacct.

Write standard .NET to expose Sage Intacct data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Sage Intacct enables standards-based access to Sage Intacct. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Sage Intacct as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

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


Use SQL to Interact with Sage Intacct

Follow the steps below to create a WinForms visual query builder.

  1. Open Active Query Builder for .NET WinForms. 👁 Opening Active Query Builder.
  2. In the new Windows Forms project go to the "File" menu and click "Connect..."
  3. Under Database Connections, click "Add..." 👁 Adding a new Connection.
  4. Set your desired Connection Name (e.g. CData Sage Intacct), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. 👁 Selecting a previously configured DSN (Amazon Athena is shown).
  5. Click "OK" to save the new connection.
  6. Back in the Database Connection wizard, select the newly created connection and click "OK." 👁 A newly added Connection (Amazon Athena is shown).
  7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.

👁 Building queries interactively with Active Query Builder.

Ready to get started?

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

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Learn more:

👁 Sage Intacct Icon
Sage Intacct ODBC Driver

The Sage Intacct ODBC Driver is a powerful tool that allows you to connect with live data from Sage Intacct, directly from any applications that support ODBC connectivity.

Access Sage Intacct data like you would a database - read, write, and update Sage Intacct Contacts, Invoices, Transactions, Vendors, etc. through a standard ODBC Driver interface.