Create Sage Intacct-Connected Dashboards in Grafana



Connect to Sage Intacct Data via CData Connect Cloud in Grafana and create custom business dashboards with real-time access to Sage Intacct data.

Grafana is an open-source platform that allows users to analyze, monitor, and visualize telemetry from various data sources. When combined with CData Connect Cloud, you gain immediate access to Sage Intacct data for business dashboards. This article outlines the process of connecting to Sage Intacct using Connect Cloud and creating a basic dashboard from Sage Intacct data within Grafana.

CData Connect Cloud offers a pure SQL Server, cloud-to-cloud interface for Sage Intacct, enabling the creation of dashboards directly from live Sage Intacct data within Grafana, all without the need for data replication to a native database. As you build visualizations, Grafana generates SQL queries to gather data. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Sage Intacct. This leverages server-side processing to swiftly deliver the requested Sage Intacct data.

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 Grafana

Connectivity to Sage Intacct from Grafana is made possible through CData Connect Cloud. To work with Sage Intacct data from Grafana, we start by creating and configuring a Sage Intacct connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage Intacct" from the Add Connection panel
  3. 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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. 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, you are ready to connect to Sage Intacct data from Grafana.

Visualize Live Sage Intacct Data in Grafana

To establish a connection from Grafana to the CData Connect Cloud Virtual SQL Server API, follow these steps.

  1. If you have not already done so, download and install Grafana for your operating system from the Grafana Website. Once installed, access Grafana at http://localhost:3000/.
  2. Log in to Grafana with your username and password for Grafana. If this is your first time logging in, the username is admin and the password is admin.
  3. On the navigation menu, click Connections > Add new connection. On this page, you can search for Microsoft SQL Server and select it as your data source.
  4. Select Microsoft SQL Server and click Add new data source.
  5. Enter a name for the new data source and then enter the following connection settings:
    • Host: tds.cdata.com:14333
    • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, SageIntacct1).
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you previously generated.
  6. Click Save & Test. A Database Connect OK message appears when you have a successful connection established.

Create a Dashboard

Once you create the data source for Sage Intacct, you can start building dashboards on Sage Intacct data. Start in the navigation menu and click Dashboards

  1. On the Dashboards page, click + Create dashboard, then click + Add visualization.
  2. This opens the Select data source window where you can select your created connection.
  3. After selecting your connection, you can choose the tables and columns that you want to query for your visualization. Then press Run Query to run the generated query.
  4. After running your query, the resulting data is populated above the query editor. Here you can select the visualization that you want to use to present your data on the dashboard panel.
  5. When you have finished editing your panel, you can click Save dashboard to save the changes made to your Dashboard.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!

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