Query Sage Intacct Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Intacct, DataGrip can work with live Sage Intacct data. This article shows how to establish a connection to Sage Intacct data in DataGrip and use the table editor to load Sage Intacct data.

Create a New Driver Definition for Sage Intacct

The steps below describe how to create a new Data Source in DataGrip for Sage Intacct.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Sage Intacct Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.sageintacct.jar).
   • Set Class to cdata.jdbc.sageintacct.SageIntacct.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Sage Intacct

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Sage Intacct Driver" to create a new Sage Intacct Data Source.
2. In the new window, configure the connection to Sage Intacct with a JDBC URL.

   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.

3. Set URL to the connection string, e.g., jdbc:sageintacct:User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Sage Intacct

To browse through the Sage Intacct entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example: SELECT Name, TotalDue FROM Customer

Download a free, 30-day trial of the CData JDBC Driver for Intacct and start working with your live Sage Intacct data in DataGrip. Reach out to our Support Team if you have any questions.