How to Enable Enable Write Operations on Sage Intacct with CData and Embedded Credentials

Take advantage of write functionality using embedded credentials with CData Sage Intacct Drivers. The CData Sage Intacct Drivers support INSERT, UPDATE, and DELETE operations with embedded credentials through the Basic authentication scheme, eliminating the need for separate sender credentials while maintaining security and compliance.

Overview

In collaboration with Sage Intacct, CData now enables write operations with embedded credentials via the default Basic authentication scheme for users of CData Sage Intacct Drivers. While users still have the option to specify their own sender credentials, the embedded credentials are used by default and enable full write functionality.

Embedded credential functionality provides:

Full CRUD Operations: Complete CREATE, READ, UPDATE, and DELETE functionality with embedded credentials
Simplified Configuration: No need to obtain and manage separate SenderID and Password credentials
Maintained Security: Embedded credentials continue to provide secure, authorized access to Sage Intacct
Backward Compatibility: Existing BasicReadOnly connections continue to function with read-only behavior
Streamlined Integration: Faster setup for development and production environments

Authentication Scheme Changes

Authentication Scheme	Status	Functionality	Use Case	Credentials
BasicReadOnly	Deprecated but still supported	Read-only operations	Legacy connections requiring read-only enforcement	Embedded credentials only
Basic (Recommended)	Default authentication scheme	Full read and write operations	Complete data integration scenarios	Embedded credentials or custom SenderID/Password

Configuration Options

Default Configuration (Embedded Credentials)

The simplest configuration uses embedded credentials with full write functionality:

Property	Value	Description
AuthScheme	Basic (default)	Authentication method - enables write operations
CompanyID	[Your Company ID]	Sage Intacct company identifier
UserId	[Your User ID]	Sage Intacct user account
Password	[Your Password]	User account password
SenderID	(Optional)	Custom sender ID - uses embedded if not specified
SenderPassword	(Optional)	Custom sender password - uses embedded if not specified

Custom Sender Credentials (Advanced)

Organizations with specific sender credential requirements can still use custom SenderID and Password:

Property	Value	Description
AuthScheme	Basic	Authentication method
SenderID	[Custom Sender ID]	Organization-specific sender identifier
SenderPassword	[Custom Sender Password]	Corresponding sender password
CompanyID	[Your Company ID]	Sage Intacct company identifier
UserId	[Your User ID]	Sage Intacct user account
Password	[Your Password]	User account password

Connection Examples (JDBC)

JDBC Connection String (Embedded Credentials)

jdbc:cdata:sageintacct:CompanyID=YourCompanyID;UserId=YourUserID;Password=YourPassword;

Note: When AuthScheme is not specified, it defaults to Basic, which automatically uses embedded credentials when SenderID and SenderPassword are not provided.

JDBC Connection String (Custom Sender Credentials)

jdbc:cdata:sageintacct:AuthScheme=Basic;SenderID=CustomSenderID;SenderPassword=CustomSenderPass;CompanyID=YourCompanyID;UserId=YourUserID;Password=YourPassword;

Legacy Read-Only Connection (Deprecated)

jdbc:cdata:sageintacct:AuthScheme=BasicReadOnly;CompanyID=YourCompanyID;UserId=YourUserID;Password=YourPassword;

The BasicReadOnly authentication scheme is deprecated. While it continues to function for backward compatibility, new integrations should use the Basic scheme for full functionality.

Write Operations Support

With embedded credentials and the Basic authentication scheme, you can perform all standard data modification operations:

INSERT Operations

INSERT INTO CUSTOMER (CUSTOMERID, NAME, EMAIL) 
VALUES ('CUST001', 'Acme Corporation', '[email protected]')

UPDATE Operations

UPDATE CUSTOMER 
SET EMAIL = '[email protected]', 
    STATUS = 'active' 
WHERE CUSTOMERID = 'CUST001'

DELETE Operations

DELETE FROM CUSTOMER 
WHERE CUSTOMERID = 'CUST001' 
  AND STATUS = 'inactive'

Note: Write operations are subject to Sage Intacct's data validation rules and permissions. Ensure your user account has the necessary rights to perform these operations.

Migration Steps:

Remove or change AuthScheme=BasicReadOnly to AuthScheme=Basic (or omit entirely for default)
Keep existing CompanyID, UserId, and Password parameters
Test the connection to ensure write operations work as expected
Update application code to utilize INSERT, UPDATE, and DELETE operations

Accessing and Integrating Live Data from Sage Intacct

Accessing and integrating live data from Sage Intacct has never been easier with CData. Customers rely on CData connectivity to:

Connect to Sage Intacct with multiple authentication methods including web services and single sign-on
Access comprehensive Sage Intacct modules including General Ledger, Accounts Payable, Accounts Receivable, and more
Leverage optimized data access with built-in query optimization and connection pooling
Integrate with popular BI tools, databases, and custom applications through standard interfaces
Maintain data consistency with real-time synchronization capabilities

Important: Existing connections using BasicReadOnly will continue to function with read-only behavior to prevent unintended write operations. The scheme remains supported for backward compatibility but is deprecated for new implementations.

Get Started

Download a free 30-day trial to start using the CData Sage Intacct Drivers with embedded credentials today! For more information on configuring connections and using the drivers, refer to the CData documentation.