We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →
Analyze Sage Intacct Data in R via ODBC
Create data visualizations and use high-performance statistical functions to analyze Sage Intacct data in Microsoft R Open.
Access Sage Intacct data with pure R script and standard SQL. You can use the CData ODBC Driver for Sage Intacct and the RODBC package to work with remote Sage Intacct data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Sage Intacct data and visualize Sage Intacct data in R.
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
Install R
You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).
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.
When you configure the DSN, 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.
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.
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).
Load the RODBC Package
To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.
After installing the RODBC package, the following line loads the package:
library(RODBC)
Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.
library(checkpoint)
checkpoint("2016-01-01")
Connect to Sage Intacct Data as an ODBC Data Source
You can connect to a DSN in R with the following line:
conn <- odbcConnect("CData SageIntacct Source")
Schema Discovery
The driver models Sage Intacct APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:
sqlTables(conn)
Execute SQL Queries
Use the sqlQuery function to execute any SQL query supported by the Sage Intacct API.
customer <- sqlQuery(conn, "SELECT Name, TotalDue FROM Customer", believeNRows=FALSE, rows_at_time=1)
You can view the results in a data viewer window with the following command:
View(customer)
Plot Sage Intacct Data
You can now analyze Sage Intacct data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:
par(las=2,ps=10,mar=c(5,15,4,2))
barplot(customer$TotalDue, main="Sage Intacct Customer", names.arg = customer$Name, horiz=TRUE)
Ready to get started?
Download a free trial of the Intacct ODBC Driver to get started:
Download NowLearn more:
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.
