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Build Sage Intacct-Connected Visualizations in datapine
Use CData Connect Cloud and datapine to build visualizations and dashboards with access to live Sage Intacct data.
datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Sage Intacct data directly from your datapine visualizations and dashboards. This article describes connecting to Sage Intacct in CData Connect Cloud and building a simple Sage Intacct-connected visualization in datapine.
CData Connect Cloud provides a pure SQL Server interface for Sage Intacct, allowing you to query data from Sage Intacct without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage Intacct, leveraging server-side processing to return the requested Sage Intacct data quickly.
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 HubSpot 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
Configure Sage Intacct Connectivity for datapine
Connectivity to Sage Intacct from datapine is made possible through CData Connect Cloud. To work with Sage Intacct data from datapine, we start by creating and configuring a Sage Intacct connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Sage Intacct" from the Add Connection panel
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Enter the necessary authentication properties to connect to Sage Intacct.
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.
- Click Create & Test
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Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to Sage Intacct data from datapine.
Connecting to Sage Intacct from datapine
Once you configure your connection to Sage Intacct in Connect Cloud, you are ready to connect to Sage Intacct from datapine.
- Log into datapine
- Click Connect to navigate to the "Connect" page
- Select MS SQL Server as the data source
- In the Integration step, fill in the connection properties and click "Save and Proceed"
- Set the Internal Name
- Set Database Name to the name of the connection we just configured (e.g. SageIntacct1)
- Set Host / IP to "tds.cdata.com"
- Set Username to your Connect Cloud username (e.g. [email protected])
- Set Password to the corresponding PAT
- Set Database Port to "14333"
- In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
- In the References step, define any relationships between your selected tables and click "Save and Proceed"
- In the Data Transfer step, click "Go to Analyzer"
Visualize Sage Intacct Data in datapine
After connecting to CData Connect Cloud, you are ready to visualize your Sage Intacct data in datapine. Simply select the dimensions and measures you wish to visualize!
Having connect to Sage Intacct from datapine, you are now able to visualize and analyze real-time Sage Intacct data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!
