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Get the Report →Access Sage Intacct Data as a Remote Oracle Database
Use the Oracle ODBC Gateway and Heterogeneous Services technology to access Sage Intacct data from your Oracle system.
The Oracle Database Gateway for ODBC and Heterogeneous Services technology enable you to connect to ODBC data sources as remote Oracle databases. This article shows how to use the CData ODBC Driver for Sage Intacct to create a database link from Sage Intacct to Oracle and to query Sage Intacct data through the SQL*Plus tool. You can also create the database link and execute queries from SQL Developer.
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 as an ODBC Data Source
Information for connecting to Sage Intacct follows, along with different instructions for configuring a DSN in Windows and Linux environments.
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.
Windows
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Note: If you need to modify the DSN or create other Sage Intacct DSNs, you must use a system DSN and the bitness of the DSN must match your Oracle system. You can access and create 32-bit DSNs on a 64-bit system by opening the 32-bit ODBC Data Source Administrator from C:\Windows\SysWOW64\odbcad32.exe.
Linux
If you are installing the CData ODBC Driver for Sage Intacct in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.
/etc/odbc.ini
[CData SageIntacct Source]
Driver = CData ODBC Driver for Sage Intacct
Description = My Description
User = myusername
CompanyId = TestCompany
Password = mypassword
SenderId = Test
SenderPassword = abcde123
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Set Connection Properties for Compatibility with Oracle
The driver provides several connection properties that streamline accessing Sage Intacct data just as you would an Oracle database. Set the following properties when working with Sage Intacct data in SQL*Plus and SQL Developer. For compatibility with Oracle, you will need to set the following connection properties, in addition to authentication and other required connection properties.
MapToWVarchar=False
Set this property to map string data types to SQL_VARCHAR instead of SQL_WVARCHAR. By default, the driver uses SQL_WVARCHAR to accommodate various international character sets. You can use this property to avoid the ORA-28528 Heterogeneous Services data type conversion error when the Unicode type is returned.
MaximumColumnSize=4000
Set this property to restrict the maximum column size to 4000 characters.
IncludeDualTable=True
Set this property to mock the Oracle DUAL table. SQL Developer uses this table to test the connection.
Linux Configuration
In Linux environments, Oracle uses UTF-8 to communicate with the unixODBC Driver manager, whereas the default driver encoding is UTF-16. To resolve this, open the file /opt/cdata/cdata-driver-for-sageintacct/lib/cdata.odbc.sageintacct.ini in a text editor and set the encoding.
cdata.odbc.sageintacct.ini
[Driver]
DriverManagerEncoding = UTF-8
Configure the ODBC Gateway, Oracle Net, and Oracle Database
Follow the procedure below to set up an ODBC gateway to Sage Intacct data that enables you to query live Sage Intacct data as an Oracle database.
-
Create the file initmyintacctdb.ora in the folder oracle-home-directory/hs/admin and add the following setting:
initmyintacctdb.ora
HS_FDS_CONNECT_INFO = "CData SageIntacct Sys"
-
Add an entry to the listener.ora file. This file is located in oracle-home-directory/NETWORK/admin.
If you are using the Database Gateway for ODBC, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:
listener.ora
SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myintacctdb) (ORACLE_HOME = your-oracle-home) (PROGRAM = dg4odbc) ) )
If you are using Heterogeneous Services, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:
listener.ora
SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myintacctdb) (ORACLE_HOME = your-oracle-home) (PROGRAM = hsodbc) ) )
-
Add the connect descriptor below in tnsnames.ora, located in oracle-home-directory/NETWORK/admin:
tnsnames.ora
myintacctdb = (DESCRIPTION= (ADDRESS=(PROTOCOL=tcp)(HOST=localhost)(PORT=1521)) (CONNECT_DATA=(SID=myintacctdb)) (HS=OK) )
- Restart the listener.
Test the configuration with the following command:
tnsping myintacctdb
-
Open SQL*Plus and create the database link with the command below:
CREATE DATABASE LINK myintacctdb CONNECT TO "user" IDENTIFIED BY "password" USING 'myintacctdb';
You can now execute queries in SQL*Plus like the one below (note the double quotation marks around the table name):
SELECT * from "Customer"@myintacctdb WHERE CustomerId = '12345';