Query Sage Intacct Data in ColdFusion



Write standard ColdFusion data access code to connect to Sage Intacct data.

The CData JDBC driver for Sage Intacct seamlessly integrates connectivity to Sage Intacct data with the rapid development tools in ColdFusion. This article shows how to connect to Sage Intacct data in ColdFusion and query Sage Intacct tables.

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


Create a JDBC Data Source for Sage Intacct in ColdFusion

The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.

  1. Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.

    The JAR and license for the driver are located in the lib subfolder of the installation directory.

    Restart the server after this step.

  2. Add the driver as a data source:

    From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.

  3. Populate the driver properties:

    • JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:sageintacct: and is followed by the connection properties in a semicolon-separated list of name=value pairs.

      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.

      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.

      A typical JDBC URL is below:

      jdbc:sageintacct:User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
    • Driver Class: Enter the driver class. The driver class is cdata.jdbc.sageintacct.SageIntacctDriver.
    • Driver Name: Enter a user-defined name for the driver.
    • Username: Enter the username used to authenticate.
    • Password: Enter the password used to authenticate.

You can now test the connection by enabling the CData Sage Intacct data source in the Actions column. After reporting a status of OK, the Sage Intacct data source is ready for use.

Execute Queries

The cfquery tag can pass SQL statements to Sage Intacct, including INSERT, UPDATE, and DELETE.. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.

Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.

<cfquery name="SageIntacctQuery" dataSource="CDataSageIntacct"> SELECT * FROM Customer WHERE CustomerId = <cfqueryparam value="#CustomerId#" cfsqltype="cf_sql_varchar"> </cfquery> <cfdump var="#SageIntacctQuery#">

Below is the equivalent in CFScript:


<cfscript>
result = queryExecute(
  "SELECT * FROM Customer WHERE CustomerId = ?", 
  [
    { value="12345", cfsqltype="cf_sql_varchar" }
  ],
  { datasource="CDataSageIntacct" }
);

writeDump( var= result );
</cfscript> 

You can then make requests to your .cfm like the following:

http://MyServer:8500/query.cfm?CustomerId=12345

Ready to get started?

Download a free trial of the Intacct Driver to get started:

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Learn more:

Intacct Icon Intacct JDBC Driver

Complete read-write access to Intacct enables developers to search (Contacts, Invoices, Transactions, Vendors, etc.), update items, edit customers, and more, from any Java/J2EE application.