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Integrate with Sage Intacct Data in SnapLogic
Use CData Connect Cloud to connect to and integrate with live Sage Intacct data in SnapLogic.
SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect Cloud, SnapLogic gets access to live Sage Intacct data. This article demonstrates how to connect to Sage Intacct using Connect Cloud and integrate with Sage Intacct data in SnapLogic.
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 SnapLogic
Connectivity to Sage Intacct from SnapLogic is made possible through CData Connect Cloud. To work with Sage Intacct data from SnapLogic, 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 SnapLogic.
Connect to Sage Intacct from SnapLogic using Connect Cloud
To establish a connection from SnapLogic to CData Connect Cloud, you will need to download the CData Connect Cloud JDBC Driver.
- Open the Integrations page of CData Connect Cloud.
- Search for and select JDBC.
- Download and run the setup file.
- When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).
After copying the JDBC CData Connect Cloud JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect Cloud.
- Log into SnapLogic.
- Click the Managers tab.
- Select a folder from the Project Spaces to add the JDBC JAR file to.
- Click the Files tab.
- Click the button in the top right to upload the CData Connect Cloud JDBC JAR file. It appears as a file once uploaded.
- Click the Designer tab.
- Click JDBC to expand the options for "snaps."
- Click and drag a Generic JDBC - Select "snap" onto the designer.
- Click Add Account > Continue.
- Enter the JDBC connection properties.
- JDBC driver: add the CData Connect Cloud JAR file
- JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
- JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
- 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 generated previously.
- Click Validate. If the connection succeeds, the "snap" is ready to use.
- Click Apply.
You can now create reports with the connected data.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from SnapLogic, try CData Connect Cloud today!
