Connect to Sage Intacct Data in Ruby

The CData ODBC Driver for Sage Intacct makes it easy to integrate connectivity to live Sage Intacct data in Ruby. This article shows how to create a simple Ruby app that connects to Sage Intacct data, executes a query, and displays the results.

Getting Started

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Create an ODBC Connection to Sage Intacct Data

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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi
gem install dbd-odbc
gem install ruby-odbc

Create a Ruby App with Connectivity to Sage Intacct Data

Create a new Ruby file (for example: SageIntacctSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN
require 'dbi'
cnxn = DBI.connect('DBI:ODBC:CData SageIntacct Source','','')

#execute a SELECT query and store the result set
resultSet = cnxn.execute("SELECT Name, TotalDue FROM Customer")

#display the names of the columns
resultSet.column_names.each do |name|
 print name, "\t"
end
puts

#display the results
while row = resultSet.fetch do
 (0..resultSet.column_names.size - 1).each do |n|
 print row[n], "\t"
 end
 puts
end
resultSet.finish

#close the connection
cnxn.disconnect if cnxn

With the file completed, you are ready to display your Sage Intacct data with Ruby. To do so, simply run your file from the command line:

ruby SageIntacctSelect.rb

Writing SQL-92 queries to Sage Intacct allows you to quickly and easily incorporate Sage Intacct data into your own Ruby applications. Download a free trial today!