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URL: https://www.cdata.com/kb/tech/intacct-powerbi-dataflows.rst

⇱ Create Sage Intacct Dataflows on PowerBI.com

Create Sage Intacct Dataflows on PowerBI.com

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to the CData Power BI Connector for Sage Intacct from PowerBI.com to create Power BI Dataflows with real-time data.

The CData Power BI Connector for Sage Intacct seamlessly integrates with the tools and wizards in Power BI, including the real-time data workflows on PowerBI.com. Follow the steps below to pull data directly into DataFlows on PowerBI.com and use the Power BI Gateway to configure automatic refresh.

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


Create a DSN

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Sage Intacct. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create a new DSN or configure (and rename) an existing DSN: From the Start menu, enter "ODBC Data Sources." Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).

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.

Pulling Sage Intacct Data Directly Into Your Dataflow

With the data source configured, follow the steps below to load data from Sage Intacct tables into your DataFlow.

Set Up the Power BI Gateway

Follow the steps below to configure the gateway on your machine:

  1. Run the CData Power BI Connector installer. If you have not already done so, download the Power BI Gateway.
  2. Select the on-premises data gateway (recommended) option.
  3. Sign into the gateway.
  4. Name the gateway and specify a recovery key.

  5. In the Connectors step, choose a folder where the gateway will look for the CData Power BI Connector. This article uses C:\Users\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\. Copy the .pqx files for the CData Connector (found in C:\Users\USERNAME\Documents\Power BI Desktop\Custom Connectors\) to the folder you configured.

    NOTE: The account configured for the service (NT SERVICE\PBIEgwService) needs to be able to access the folder chosen for the gateway. If needed, you can change the service account in the Service Settings section of the gateway installer.

  6. Confirm that the entry CData.PowerBI.SageIntacct is displayed in the list in the Connectors section. 👁 CData Power BI Connectors in the On-Premises Data Gateway.

Set up Power BI Online for a Dataflow

  1. In Power BI Online, create a new workspace, which is also known as an app, if you do not already have one. Note that this is only available with Power BI Pro or higher.
  2. Set up your On-Premises Gateway. The steps for this are in the Configuring the Gateway section of this article.
  3. Go back to Power BI Online. In settings, go to 'Manage Gateways', and add a new data source to your Gateway
    • Enter the Data Source Name, the name that the data source will be referred to within Power BI Online
    • Select the Data Source Type, (e.g. CData Power BI Connector for Sage Intacct) and set the Data Source Name (e.g. CData Power BI Sage Intacct)
    • Set Authentication Method to "Anonymous" 👁 Configuring the connection for the gateway.
    • Set Privacy Level as needed
  4. Click Add to finish the configuration (do not skip the test connection as it is important to know if a successful connection was made).

    If you would like to manage the users that have access to this data source, you can go to the Users tab.

Set up your Dataflow and pull the Sage Intacct data

  1. In the new workspace, go to Create > Dataflow > Add New Entities.
  2. Choose the ODBC data source and enter the correct connection properties.
    👁 Connect to the data source for the CData Power BI connector.
    Enter your DSN name in the ODBC connection string section, dsn=CData Power BI SageIntacct. Choose your gateway and set the authentication type to Anonymous.
  3. Choose the table(s) you want to work with and click Transform data.
    If you want to make any changes to the query, you can right click on the query and click on Advanced Editor.

Configure Data Refresh on PowerBI.com

Refresh your dataflow to have the most up to date data.

  • To refresh manually, open the dataflow options menu from your workspace -> Dataflows and click Refresh Now.
  • To schedule refreshes, open the dataflow options menu from your workspace -> Dataflows and click Schedule Refresh. Enable the option to keep your data up to date. Specify the refresh frequency in the menus.

👁 Scheduled refresh of Dataflow.

At this point, you will have a Dataflow built on top of live Sage Intacct data. Learn more about the CData Power BI Connectors for Sage Intacct and download a free trial from the CData Power BI Connector for Sage Intacct page. Let our Support Team know if you have any questions.

Ready to get started?

Download a free trial of the Sage Intacct Power BI Connector to get started:

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Sage Intacct Power BI Connector

The fastest and easiest way to connect Power BI to Sage Intacct data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.