Import Real-Time Sage Intacct Data via ODBC in ColdFusion to Build Applications

Dibyendu Datta
Lead Technology Evangelist

Use CData ODBC drivers to import and use Sage Intacct data in ColdFusion.

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData ODBC Driver for Sage Intacct, you can link your ColdFusion web and mobile applications to operational Sage Intacct data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Sage Intacct data from within a ColdFusion markup file.

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

To follow along with this tutorial, you need to install the CData ODBC Driver for Sage Intacct and Adobe ColdFusion.

Configuring the Connection

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 process. 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.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Sage Intacct Data and display it in a table in ColdFusion:

From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button. 👁 Adding Data Source Name
From the ODBC DSN Dropdown menu select CData Sage Intacct Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration. 👁 Populating driver properties
Now, test the connection by pressing the check mark to the left of the CDataSage IntacctODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection

Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

The following code queries the data source:

 
 <cfquery name="Sage IntacctQuery" dataSource="CDataSage IntacctODBC"> 
 SELECT * FROM Customer 
 </cfquery>

And a CFTable can be used to quickly output the table in HTML:

 
 <cftable 
 query = "Sage IntacctQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 

 <cfcol header="<b>Name</b>" align="Left" width=2 text="Name"/> 

 <cfcol header="<b>TotalDue</b>" align="Left" width=15 text="TotalDue"/> 

 ...

 </cftable>

Full code, including the HTML portion is available below:

 
 <html> 
 <head><title>CData Software | Sage Intacct Customer Table Demo </title></head> 
 <body> 
 <cfoutput>#ucase("Sage Intacct Customer Table Demo")#</cfoutput> 
 <cfquery name="Sage IntacctQuery" dataSource="CDataSage IntacctODBC"> 

 SELECT * FROM Customer 

 </cfquery> 
 <cftable 
 query = "Sage IntacctQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 
 <cfcol header="<b>Name</b>" align="Left" width=2 text="Name"/> 

 <cfcol header="<b>TotalDue</b>" align="Left" width=15 text="TotalDue"/> 

 ...

 </cftable> 
 </body> 

 </html>

Finally, run the code in a browser. It produces a table populated with Sage Intacct data! 👁 Running the code

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Sage Intacct and start building Sage Intacct-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.

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.

URL: https://www.cdata.com/kb/tech/intacct-odbc-coldfusion.rst