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URL: https://www.cdata.com/kb/tech/intacct-tdv-setup.rst

⇱ Access Live Sage Intacct Data in TIBCO Data Virtualization

Access Live Sage Intacct Data in TIBCO Data Virtualization

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the Sage Intacct Tibco DV Adapter to create a Sage Intacct data source in TIBCO Data Virtualization Studio and gain access to live Sage Intacct data from your TDV Server.

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the Sage Intacct Tibco DV Adapter, you get federated access to live Sage Intacct data directly within TIBCO Data Virtualization. This article explains how to deploy an adapter and create a new data source based on Sage Intacct.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Sage Intacct data. When you issue complex SQL queries to Sage Intacct, the adapter pushes supported SQL operations, like filters and aggregations, directly to Sage Intacct. Its built-in dynamic metadata querying allows you to work with and analyze Sage Intacct data using native data types.

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


Deploy the Sage Intacct TIBCO DV Adapter

  1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

    .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name SageIntacct

  2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.sageintacct.jar) to the server from the extract location.

    .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.sageintacct.jar

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart
Once you deploy the adapter, you can create a new data source in TDV Studio for Sage Intacct.

Create a Sage Intacct Data Source in TDV Studio

With the Sage Intacct Tibco DV Adapter, you can easily create a data source for Sage Intacct and introspect the data source to add resources to TDV.

Create the Data Source

  1. Right-click on the folder you wish to add the data source to and select New -> New Data Source
  2. Scroll until you find the adapter (e.g. Sage Intacct) and click Next
  3. Name the data source (e.g. CData Sage Intacct Source)
  4. Fill in the required connection properties

    5. 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.

    👁 Filling in Connection Information (Salesforce is shown.)
  5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Sage Intacct tables, views, and stored procedures as resources.

👁 Introspecting the Data Source (Salesforce is shown.)

After creating and introspecting the data source, you are ready to work with Sage Intacct data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.