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Analyze Sage Intacct Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Sage Intacct data and visualize live Sage Intacct data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Sage Intacct data. The CData API Server generates an OData API for Sage Intacct, which is natively consumable in Reveal. In this article, we walk through connecting to Sage Intacct in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
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
Connect to Sage Intacct from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Sage Intacct"
- 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.
Add Sage Intacct Resource Definitions in API Server
After connecting to Sage Intacct, create Resources, which represent API endpoints for Sage Intacct data.
- Click Settings -> Resources -> Add Resource
- Select the Sage Intacct connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Sage Intacct from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Sage Intacct Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different 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 Settings -> Server.
- 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 Dashboard in Reveal
With the API Server configured, we can visualize Sage Intacct data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Sage Intacct data. For more information on creating OData feeds from Sage Intacct (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Sage Intacct data in tools that consume OData APIs.
