Access Live Sage Intacct Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Sage Intacct data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Sage Intacct within your Connect Cloud instance and accessing live Sage Intacct data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Sage Intacct, enabling effortless access to live Sage Intacct data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Sage Intacct data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Sage Intacct. This leverages server-side processing to promptly retrieve the desired Sage Intacct data.

Configure Sage Intacct Connectivity for Google Sheets

Connectivity to Sage Intacct from Google Sheets is made possible through CData Connect Cloud. To work with Sage Intacct data from Google Sheets, we start by creating and configuring a Sage Intacct connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Sage Intacct" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Sage Intacct.

   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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage Intacct data from Google Sheets.

Access Live Sage Intacct Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Sage Intacct data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. SageIntacct1), Table (e.g. Customer, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Sage Intacct Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Sage Intacct data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.