How to Easily Query Sage Intacct Data in OpenOffice Base

Mohsin Turki
Technical Marketing Engineer

Connect to Sage Intacct data in OpenOffice Base using the CData ODBC Driver for Sage Intacct and generate reports with live data insights.

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Sage Intacct, you can seamlessly integrate and query live Sage Intacct data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Sage Intacct to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

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

Overview

Here is an overview of the steps:

CONFIGURE: Configure the DSN for Sage Intacct data in the CData ODBC Driver for Sage Intacct, using the required connection properties.
CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
IMPORT: Once connected, review the available metadata and tables.
CREATE: Create a report based on the queried Sage Intacct data data.

Configure the Sage Intacct DSN Using the CData ODBC Driver for Sage Intacct

To start, configure the DSN (Data Source Name) for Sage Intacct data in your system using the CData ODBC Driver for Sage Intacct. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
On Mac: Open Applications, go to Utilities, and select ODBC Manager.
On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

👁 ODBC Data Source Administrator

Once launched, double-click on the CData Sage Intacct data Source and enter the required values to establish a connection:

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 DSN (Salesforce is shown)

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

Launch OpenOffice Base and select Database from the home screen.

👁 Apache OpenOffice Base Homescreen

In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.

👁 Apache OpenOffice Base Database Wizard

Click Browse to locate and select the DSN you created, then click OK.

👁 Apache OpenOffice Base DSN (Salesforce is shown)

Enter the username associated with the DSN, click Test Connection to verify, and then click Next.

👁 Apache OpenOffice Base Database Wizard (Salesforce details are shown)

Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Sage Intacct data data, ready for querying and analysis.

👁 Apache OpenOffice Base Database Save File

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Sage Intacct data objects.

Review the Sage Intacct data Object List: In the left pane, click on Tables to view the Sage Intacct data objects now available within OpenOffice Base.
View Object Data: Click on any object to view its contents. The Sage Intacct data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

👁 Apache OpenOffice Base Metadata (Salesforce data is shown)

That's it! You have now successfully established a connection to Sage Intacct data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Sage Intacct data data.

Open your database and go to the Reports tab, then select Create Report Using Wizard.

👁 Apache OpenOffice Base Report Screen

In the Report Wizard, choose the Sage Intacct data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.

👁 Apache OpenOffice Base Report Table Objects (Salesforce is shown)

After configuring the fields, click Finish to generate your report.

👁 Publishing Apache OpenOffice Base Report (with Salesforce data)

Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Sage Intacct data, and ready for analysis.

Try CData Free for 30 Days

Experience the power of live Sage Intacct data data at your fingertips and seamlessly integrate it into OpenOffice Base. Start your free trial today!

Ready to get started?

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

Download Now

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-openoffice-base.rst