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

⇱ How to create Visio diagrams from Sage Intacct Data

How to create Visio diagrams from Sage Intacct Data

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Automatically update Sage Intacct data with the changes you make to Visio master shapes.

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Sage Intacct. The driver surfaces Sage Intacct data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Sage Intacct data.

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.

Connect Sage Intacct Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Custom Import and select Other OLEDB or ODBC data source. 👁 Selecting a data source
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for Sage Intacct, select the table you want to import, and finish the wizard. This article uses Customer as an example.
👁 A table imported into a diagram based on the Brainstorming stencil. (Salesforce is shown.)

Link Sage Intacct Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Sage Intacct entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Customer as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them. 👁 A data graphic for a column.
  7. Drag a few other Sage Intacct entities onto the drawing page and add association lines back to the main topic, Customer. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Customer entities. 👁 Brainstorming with external data. (Salesforce is shown.)

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Sage Intacct data.

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.