Using the CData ODBC Driver for Sage Intacct in PyCharm

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Sage Intacct from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Sage Intacct as well as PyCharm.

Getting Started

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Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

1. Click File -> Settings to open the project settings window.
2. Click Project Interpreter from the Project: YourProjectName menu.
3. To add pyodbc, click the + button and enter pyodbc.
4. Click Install Package to install pyodbc.

Connect to Sage Intacct

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData SageIntacct Source]
Driver = CData ODBC Driver for Sage Intacct
Description = My Description
User = myusername
CompanyId = TestCompany
Password = mypassword
SenderId = Test
SenderPassword = abcde123

Execute SQL to Sage Intacct

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for SageIntacct};User = myusername;CompanyId = TestCompany;Password = mypassword;SenderId = Test;SenderPassword = abcde123;')
cursor = cnxn.cursor()
cursor.execute("SELECT Name, TotalDue FROM Customer WHERE CustomerId = '12345'")
rows = cursor.fetchall()
for row in rows:
 print(row.Name, row.TotalDue)

After connecting to Sage Intacct in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Sage Intacct data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].