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The Intacct ODBC Driver is a powerful tool that allows you to connect with live data from Intacct, directly from any applications that support ODBC connectivity.

Access Intacct data like you would a database - read, write, and update Intacct Contacts, Invoices, Transactions, Vendors, etc. through a standard ODBC Driver interface.

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How to Use a Microsoft Access Database to Update Sage Intacct Data in Real Time


Update Sage Intacct data by creating a linked table in Microsoft Access with the CData Sage Intacct ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Sage Intacct, you can update live Sage Intacct data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

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.

Create a Linked Table to Customer Data

Follow the steps below to create a linked table, which enables you to access live Customer data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Customer table.

  3. Select the CData Sage Intacct data source from the Machine Data Source tab.

  4. Select the Customer table. For more information on this table, see the "Data Model" chapter in the help documentation.

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.