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Get the Report →Analyze Sage Intacct Data in Infragistics Reveal
Use CData Connect Cloud to create on OData API on top of Sage Intacct data and visualize live Sage Intacct data in Infragistics Reveal.
Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Sage Intacct data. In this article, we will guide you through the process of connecting to Sage Intacct via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.
Connect to Sage Intacct from Infragistics Reveal
To work with live Sage Intacct data in Infragistics Reveal, we need to connect to Sage Intacct from Connect Cloud, provide user access to the connection, and create OData endpoints for the Sage Intacct data.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to Sage Intacct through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your 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.
Connect to Sage Intacct from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and 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
- Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.
Configure Sage Intacct Endpoints for Infragistics Reveal
After connecting to Sage Intacct, create a workspace and virtual dataset for your desired table(s).
- Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
- Select the Sage Intacct connection (e.g. SageIntacct1) and click Next.
- Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection and Workspace configured, you are ready to connect to Sage Intacct data from Infragistics Reveal.
Create a Dashboard in Reveal
With Connect Cloud configured, we can visualize Sage Intacct data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Sources -> OData Feed
- Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
- Select Generic Credentials and
- Set Username to a Connect Cloud username (e.g. [email protected])
- Set Password to the PAT for the user
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Sage Intacct data. For more information on creating OData feeds from Sage Intacct (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Sage Intacct data in tools that consume OData APIs.