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Create Apps from Sage Intacct Data in Qlik Sense Cloud

Use the CData Cloud Hub to create an OData API for 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. The CData Cloud Hub creates a virtual database for Sage Intacct and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Sage Intacct. By pairing Qlik Sense Cloud with the CData Cloud Hub, 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 the Cloud Hub from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Sage Intacct data.

In this article, we walk through two connections:

  1. Connecting to Sage Intacct in the Cloud Hub
  2. Connecting to the Cloud Hub from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Cloud Hub to Connect to Sage Intacct

To connect to Sage Intacct data from Qlik Sense Cloud, you need to configure Sage Intacct access from your Cloud Hub instance. This means creating a user, connecting to Sage Intacct, adding OData endpoints, and (optionally) configuring CORS.

Add a Cloud Hub User

Create a Cloub Hub User to connect to Sage Intacct from Qlik Sense Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Sage Intacct from Cloud Hub

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Cloud Hub and click Databases
  2. Select "Sage Intacct" from Available Data Sources
  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 Test Database
  5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Sage Intacct OData Endpoints in Cloud Hub

After connecting to Sage Intacct, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Sage Intacct database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Sage Intacct Data

With the connection to Sage Intacct and OData endpoints created, we are ready to add Sage Intacct data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Sage Intacct table, using the @CSV URL parameter to ensure a CSV response (i.e.
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query the Cloud Hub for the Sage Intacct data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on 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 200 other data sources), visit the Cloud Hub page. Sign up for a free trial and start working with live Sage Intacct data in Qlik Sense Cloud.