Connect to Sage Intacct as an External Data Source using PolyBase

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Intacct ODBC Driver

The Intacct ODBC Driver is a powerful tool that allows you to connect with live data from Intacct, directly from any applications that support ODBC connectivity.

Access Intacct data like you would a database - read, write, and update Intacct Contacts, Invoices, Transactions, Vendors, etc. through a standard ODBC Driver interface.



Use the CData ODBC Driver for Sage Intacct and PolyBase to create an external data source in SQL Server 2019 with access to live Sage Intacct data.

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Sage Intacct, you get access to your Sage Intacct data directly alongside your SQL Server data. This article walks through creating an external data source and external tables to grant access to live Sage Intacct data using T-SQL queries.

The CData ODBC drivers offer unmatched performance for interacting with live Sage Intacct data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Sage Intacct, the driver pushes down supported SQL operations, like filters and aggregations, directly to Sage Intacct and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Sage Intacct data, using a single query to pull data from distributed sources.

Connect to Sage Intacct

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. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Sage Intacct Sys is created automatically).

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.

Click "Test Connection" to ensure that the DSN is connected to Sage Intacct properly. Navigate to the Tables tab to review the table definitions for Sage Intacct.

Create an External Data Source for Sage Intacct Data

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'password';

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Sage Intacct data.

NOTE: IDENTITY and SECRET correspond with the User and Password properties for Sage Intacct.

CREATE DATABASE SCOPED CREDENTIAL sageintacct_creds
WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Sage Intacct

Execute the following SQL command to create an external data source for Sage Intacct with PolyBase, using the DSN and credentials configured earlier.

For Sage Intacct, set SERVERNAME to 'localhost' or '127.0.0.1' and leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_sageintacct_source
WITH ( 
  LOCATION = 'odbc://SERVERNAME[:PORT]',
  CONNECTION_OPTIONS = 'DSN=CData Sage Intacct Sys',
  -- PUSHDOWN = ON | OFF,
  CREDENTIAL = sageintacct_creds
);

Create External Tables for Sage Intacct

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Sage Intacct data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Sage Intacct. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Sage Intacct Customer would look similar to the following:

CREATE EXTERNAL TABLE Customer(
  Name [nvarchar](255) NULL,
  TotalDue [nvarchar](255) NULL,
  ...
) WITH ( 
  LOCATION='Customer',
  DATA_SOURCE=cdata_sageintacct_source
);

Having created external tables for Sage Intacct in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Sage Intacct, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Sage Intacct and start working with live Sage Intacct data alongside your SQL Server data today.