Connect to Sage Intacct Data in Ruby



Connect to Sage Intacct data in Ruby with ruby-dbi, dbd-odbc, and ruby-odbc.

The CData ODBC Driver for Intacct makes it easy to integrate connectivity to live Sage Intacct data in Ruby. This article shows how to create a simple Ruby app that connects to Sage Intacct data, executes a query, and displays the results.

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


Create an ODBC Connection to Sage Intacct Data

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 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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi gem install dbd-odbc gem install ruby-odbc

Create a Ruby App with Connectivity to Sage Intacct Data

Create a new Ruby file (for example: SageIntacctSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN require 'dbi' cnxn = DBI.connect('DBI:ODBC:CData SageIntacct Source','','') #execute a SELECT query and store the result set resultSet = cnxn.execute("SELECT Name, TotalDue FROM Customer") #display the names of the columns resultSet.column_names.each do |name| print name, "\t" end puts #display the results while row = resultSet.fetch do (0..resultSet.column_names.size - 1).each do |n| print row[n], "\t" end puts end resultSet.finish #close the connection cnxn.disconnect if cnxn

With the file completed, you are ready to display your Sage Intacct data with Ruby. To do so, simply run your file from the command line:

ruby SageIntacctSelect.rb Writing SQL-92 queries to Sage Intacct allows you to quickly and easily incorporate Sage Intacct data into your own Ruby applications. Download a free trial today!

Ready to get started?

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

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Learn more:

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.