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

⇱ Connect to Sage Intacct Data in DBArtisan

Connect to Sage Intacct Data in DBArtisan

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use wizards in DBArtisan to configure Sage Intacct data as a data source.

The CData ODBC Driver for Sage Intacct seamlessly integrates Sage Intacct data into database management tools like DBArtisan by enabling you to access Sage Intacct data as a database. This article shows how to create an data source for Sage Intacct in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

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


Integrate Sage Intacct Data into DBArtisan Projects

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.

You can then follow the steps below to register Sage Intacct data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
  4. Finish the wizard to connect to Sage Intacct data. Sage Intacct entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)

You can now work with Sage Intacct data as you work with any other database. See the driver help documentation for more information on the queries supported by the Sage Intacct API.

👁 The results of a query. (Salesforce is shown.)

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.