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Create Apps from Sage Intacct Data in Qlik Sense Cloud
Use CData Connect Cloud to connect to Sage Intacct Data and build apps from live Sage Intacct data in Qlik Sense Cloud.
Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to Sage Intacct. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your Sage Intacct data.
In this article, we walk through two connections:
- Connecting to Sage Intacct in Connect Cloud
- Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard
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 Qlik Sense Cloud
Connectivity to Sage Intacct from Qlik Cloud is made possible through CData Connect Cloud. To work with Sage Intacct data from Qlik Cloud, 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 Qlik Sense Cloud.
Create a Qlik Sense App from Sage Intacct Data
This section walks through adding Sage Intacct data to a Qlik Sense app for visualizations, analytics, reporting, and more.
Create a New App and Upload Data
- Log into your Qlik Sense instance and click the button to create a new app
- Name and configure the new app and click "Create"
- In the workspace, click to open the new app
- Click to add data from files and other sources
- Select the Microsoft SQL Server connector and set the configuration properties.
- Set Server to tds.cdata.com
- Set Port to 14333
- Set Database to the connection you created (e.g. SageIntacct1)
- Set User name to the Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the above user
- Select an owner for the connection
- Select a Sage Intacct entity (Table) to view
- Click Next, configure the model, and load the data into Qlik Sense.
Generate Insights or Customize Your App
With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Sage Intacct data.
More Information & Free Trial
Now, you have created a simple but powerful dashboard from live Sage Intacct data. For more information on creating OData feeds from Sage Intacct (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Sage Intacct data in Qlik Sense Cloud.
