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

⇱ Use the CData ODBC Driver for Sage Intacct in Microsoft Power Query

Use the CData ODBC Driver for Sage Intacct in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData Sage Intacct ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Sage Intacct data into Microsoft Power Query.

The CData ODBC Driver for Sage Intacct enables you to link to Sage Intacct data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Sage Intacct data into Microsoft Power Query.

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 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.

Import Sage Intacct Data

Follow the steps below to import Sage Intacct data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: 
    Provider=MSDASQL.1;Persist Security Info=False;DSN=CData SageIntacct Source

  3. Enter the SELECT statement to import data with. For example: 

     SELECT Name, TotalDue FROM Customer
    👁 The ODBC connection string and SELECT query. (Salesforce is shown.)

  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

    👁 Tables loaded in Power Query. (Salesforce is shown.)

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.