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Complete read-write access to Intacct enables developers to search (Contacts, Invoices, Transactions, Vendors, etc.), update items, edit customers, and more, from any .NET application.

Build MVC Applications with Connectivity to Sage Intacct Data



This article shows how to use only the Entity Framework and the CData ADO.NET provider to access Sage Intacct from an ASP.NET MVC application.

In this article, we will guide you through the process of utilizing wizards within Visual Studio to seamlessly integrate the CData ADO.NET Provider for Sage Intacct into a basic MVC (Model, View, Controller) project.

Create the Entity Framework Model

Follow the steps below to save connection properties and map tables to entities in the data model.

  1. Create a new MVC project in Visual Studio. In this example, the project name is MvcSageIntacctApp.
  2. If you are using Entity Framework 6, you will need to take the preliminary step of registering the Sage Intacct Entity Framework provider for your project. See the "LINQ and Entity Framework" chapter in the help documentation for a guide.

    Note that MVC 3 scaffolding and MVC 4 scaffolding do not support Entity Framework 6. You can use your scaffolding with Entity Framework 6 by upgrading to the latest version of MVC.

  3. To add the .edmx file from the designer, right-click your Models folder and click Add New Item. Select ADO.NET Entity Data Model, name the model, and click Add. In this example, the name of the model is SageIntacctModel.
  4. In the Entity Data Model wizard, select the option 'EF Designer from database'. The Entity Data Model wizard is displayed.
  5. Click New Connection. Select CData Sage Intacct Data Source in the dialog that is displayed.
  6. Specify the required connection string properties.

    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.

    A typical connection string is below:

    User=myusername;CompanyId=TestCompany;Password=mypassword;SenderId=Test;SenderPassword=abcde123;
  7. Name the connection and select whether to include sensitive information, such as connection credentials, in the connection string. For simplicity, this example saves sensitive information in Web.config. The connection settings are saved as SageIntacctEntities.

  8. Select the tables and views you need. In this example, Customer is imported. Also, the option to pluralize object names is deselected in this example. Click Finish to create the .edmx file.
  9. Build your project to complete this step.

Scaffold the Controller and Views

Once you've established the model and completed the project build, you can employ ASP.NET Scaffolding wizards to generate both the controller and the views.

  1. In Solution Explorer, right-click the controllers folder and click Add -> Controller. Select MVC 5 Controller with views, using Entity Framework.
  2. In the Add Controller dialog that is then displayed, select the following options:

    • Model class: Select a table you imported; for example, Customer.
    • Data context class: Select your context class.
  3. Leave the default values for the other fields.

You can now access the list of Customer records at http://MySite/Customer. Next to each record are links to edit, delete, and see more information. You can also create new Customer records. With every state change the site picks up any data changes.