Use Dash to Build to Web Apps on Sage Intacct Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for Intacct, the pandas module, and the Dash framework, you can build Sage Intacct-connected web applications for Sage Intacct data. This article shows how to connect to Sage Intacct with the CData Connector and use pandas and Dash to build a simple web app for visualizing Sage Intacct data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Sage Intacct data in Python. When you issue complex SQL queries from Sage Intacct, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage Intacct and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Sage Intacct Data

Connecting to Sage Intacct data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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.

After installing the CData Sage Intacct Connector, follow the procedure below to install the other required modules and start accessing Sage Intacct through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Sage Intacct Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.sageintacct as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Sage Intacct Connector to create a connection for working with Sage Intacct data.

cnxn = mod.connect("User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;")

Execute SQL to Sage Intacct

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Name, TotalDue FROM Customer WHERE CustomerId = '12345'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-sageintacctedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Sage Intacct data and configure the app layout.

trace = go.Bar(x=df.Name, y=df.TotalDue, name='Name')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Sage Intacct Customer Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Sage Intacct data.

python sageintacct-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Intacct to start building Python apps with connectivity to Sage Intacct data. Reach out to our Support Team if you have any questions.

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.sageintacct as mod
import plotly.graph_objs as go

cnxn = mod.connect("User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;")

df = pd.read_sql("SELECT Name, TotalDue FROM Customer WHERE CustomerId = '12345'", cnxn)
app_name = 'dash-sageintacctdataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Name, y=df.TotalDue, name='Name')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Sage Intacct Customer Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)