Using the CData ODBC Driver for Sage Intacct in PyCharm



Connect to Sage Intacct as an ODBC data source in PyCharm using the CData ODBC Driver for Sage Intacct.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Sage Intacct from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Sage Intacct as well as PyCharm.

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


Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Sage Intacct

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData SageIntacct Source] Driver = CData ODBC Driver for Sage Intacct Description = My Description User = myusername CompanyId = TestCompany Password = mypassword SenderId = Test SenderPassword = abcde123

Execute SQL to Sage Intacct

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for SageIntacct};User = myusername;CompanyId = TestCompany;Password = mypassword;SenderId = Test;SenderPassword = abcde123;') cursor = cnxn.cursor() cursor.execute("SELECT Name, TotalDue FROM Customer WHERE CustomerId = '12345'") rows = cursor.fetchall() for row in rows: print(row.Name, row.TotalDue)

After connecting to Sage Intacct in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Sage Intacct data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].

Ready to get started?

Download a free trial of the Intacct ODBC Driver to get started:

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Intacct Icon 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.