How to pipe Sage Intacct Data to CSV in PowerShell

The CData Cmdlets Module for Sage Intacct is a standard PowerShell module offering straightforward integration with Sage Intacct. Below, you will find examples of using our SageIntacct Cmdlets with native PowerShell cmdlets.

Getting Started

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Creating a Connection to Your Sage Intacct Data

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.

$conn = Connect-SageIntacct  -User "$User" -CompanyId "$CompanyId" -Password "$Password" -SenderId "$SenderId" -SenderPassword "$SenderPassword"

Selecting Data

Follow the steps below to retrieve data from the Customer table and pipe the result into to a CSV file:

Select-SageIntacct -Connection $conn -Table Customer | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myCustomerData.csv -NoTypeInformation

You will notice that we piped the results from Select-SageIntacct into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-SageIntacct -Connection $conn -Table Customer -Where "CustomerId = 12345" | Remove-SageIntacct

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Sage Intacct, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyCustomerUpdates.csv | %{
  $record = Select-SageIntacct -Connection $SageIntacct -Table Customer -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-SageIntacct -Connection $sageintacct -Table Customer -Columns ("Name","TotalDue") -Values ($_.Name, $_.TotalDue) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-SageIntacct -Connection $sageintacct -Table Customer -Columns ("Name","TotalDue") -Values ($_.Name, $_.TotalDue)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!