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Feed Sage Intacct Data into FineReport

How to set Sage Intacct data as a JDBC data source in FineReport.

The CData JDBC Driver for Sage Intacct fully implements the JDBC standard and can provide Sage Intacct data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Sage Intacct data as JDBC data source in FineReport and view Sage Intacct data as a table in the Report Designer.

Set Up a JDBC Data Source of Sage Intacct Data

Follow the instruction below to set Sage Intacct data as a FineReport database connection.

  1. Copy the cdata.jdbc.sageintacct.jar file from the lib folder in the CData JDBC Driver for Sage Intacct installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.sageintacct.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.sageintacct.SageIntacct Driver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    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.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    jdbc:sageintacct:User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
  4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to Sage Intacct set up, you can use it as FineReport data source.

Select Sage Intacct Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The Sage Intacct entities will appear as tables on the left pane.
  4. Write a SELECT statement for the Sage Intacct data tables and columns that you want to load.
  5. Click preview and data is shown as table.

With these simple steps, Sage Intacct can be used as a JDBC data source in FineReport.