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Get the Report →How to integrate Sage Intacct with Apache Airflow
Access and process Sage Intacct data in Apache Airflow using the CData JDBC Driver.
Apache Airflow supports the creation, scheduling, and monitoring of data engineering workflows. When paired with the CData JDBC Driver for Intacct, Airflow can work with live Sage Intacct data. This article describes how to connect to and query Sage Intacct data from an Apache Airflow instance and store the results in a CSV file.
With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Sage Intacct data. When you issue complex SQL queries to Sage Intacct, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage Intacct and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Sage Intacct data using native data types.
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
Configuring the Connection to Sage Intacct
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Sage Intacct JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.sageintacct.jar
Fill in the connection properties and copy the connection string to the clipboard.
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.

To host the JDBC driver in clustered environments or in the cloud, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.
The following are essential properties needed for our JDBC connection.
Property | Value |
---|---|
Database Connection URL | jdbc:sageintacct:RTK=5246...;User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123; |
Database Driver Class Name | cdata.jdbc.sageintacct.SageIntacctDriver |
Establishing a JDBC Connection within Airflow
- Log into your Apache Airflow instance.
- On the navbar of your Airflow instance, hover over Admin and then click Connections.
- Next, click the + sign on the following screen to create a new connection.
- In the Add Connection form, fill out the required connection properties:
- Connection Id: Name the connection, i.e.: sageintacct_jdbc
- Connection Type: JDBC Connection
- Connection URL: The JDBC connection URL from above, i.e.: jdbc:sageintacct:RTK=5246...;User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;)
- Driver Class: cdata.jdbc.sageintacct.SageIntacctDriver
- Driver Path: PATH/TO/cdata.jdbc.sageintacct.jar
- Test your new connection by clicking the Test button at the bottom of the form.
- After saving the new connection, on a new screen, you should see a green banner saying that a new row was added to the list of connections:
Creating a DAG
A DAG in Airflow is an entity that stores the processes for a workflow and can be triggered to run this workflow. Our workflow is to simply run a SQL query against Sage Intacct data and store the results in a CSV file.
- To get started, in the Home directory, there should be an "airflow" folder. Within there, we can create a new directory and title it "dags". In here, we store Python files that convert into Airflow DAGs shown on the UI.
- Next, create a new Python file and title it sage intacct_hook.py. Insert the following code inside of this new file:
import time from datetime import datetime from airflow.decorators import dag, task from airflow.providers.jdbc.hooks.jdbc import JdbcHook import pandas as pd # Declare Dag @dag(dag_id="sage intacct_hook", schedule_interval="0 10 * * *", start_date=datetime(2022,2,15), catchup=False, tags=['load_csv']) # Define Dag Function def extract_and_load(): # Define tasks @task() def jdbc_extract(): try: hook = JdbcHook(jdbc_conn_id="jdbc") sql = """ select * from Account """ df = hook.get_pandas_df(sql) df.to_csv("/{some_file_path}/{name_of_csv}.csv",header=False, index=False, quoting=1) # print(df.head()) print(df) tbl_dict = df.to_dict('dict') return tbl_dict except Exception as e: print("Data extract error: " + str(e)) jdbc_extract() sf_extract_and_load = extract_and_load()
- Save this file and refresh your Airflow instance. Within the list of DAGs, you should see a new DAG titled "sage intacct_hook".
- Click on this DAG and, on the new screen, click on the unpause switch to make it turn blue, and then click the trigger (i.e. play) button to run the DAG. This executes the SQL query in our sage intacct_hook.py file and export the results as a CSV to whichever file path we designated in our code.
- After triggering our new DAG, we check the Downloads folder (or wherever you chose within your Python script), and see that the CSV file has been created - in this case, account.csv.
- Open the CSV file to see that your Sage Intacct data is now available for use in CSV format thanks to Apache Airflow.