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Get the Report →How to create an RPA flow for Sage Intacct Data in UiPath Studio
Use the Sage Intacct ODBC Driver to create workflows that access real-time Sage Intacct data without any coding.
UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Intacct, users can embed Sage Intacct data in the workflow.
This article walks through using the Sage Intacct ODBC Driver in UiPath Studio to create an RPA program that accesses Sage Intacct data.

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
Configure the Connection 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 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.
Connect UiPath Studio to Sage Intacct Data
Now you are ready to use Sage Intacct data ODBC DSN in UiPath Studio with the following steps.
- From the Start page, click Blank to create a New Project.
- Click Manage Packages then search for and install UiPath.Database.Activities.
- Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
- Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
- Double-click the Connect activity and configure the Connection.
- Click the Connection Wizard
- Select "Microsoft ODBC Data Source"
- In Connection Properties, select your DSN (CData SageIntacct Source) and click OK
- To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.
Create an Execute Query Activity
With the connection configured, we are ready to query Sage Intacct data in our RPA.
- From the Activities navigation, select Execute Query and drop it on the Flowchart.
- Double-click the Execute Query activity and set the properties as follows:
- ExistingDbConnection: Your Connection variable
- Sql: SELECT statement like SELECT Name, TotalDue FROM Customer
- DataTable: Create and use a variable with the Type System.Data.DataTable
Create Write CSV Activity
With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Sage Intacct data.
- From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
- Double-click the Write CSV activity and set the properties as follows:
- FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
- DataTable: Set to the DataTable variable you created earlier
Connect the Activities and Run the Flowchart
If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Sage Intacct data and exporting it to CSV.

Click Run to extract Sage Intacct data and create a CSV file.

In this article, we used the CData ODBC Driver for Intacct to create an automation flow that accesses Sage Intacct data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Sage Intacct data in UiPath Studio today!