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Get the Report →How to pipe Sage Intacct Data to CSV in PowerShell
Use standard PowerShell cmdlets to access Sage Intacct tables.
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.
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
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.
The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.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!