Query, Visualize, and Share live Sage Intacct Data in Redash

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Sage Intacct data. This article demonstrates how to connect to Sage Intacct using Connect Cloud and work with live Sage Intacct data in Redash.

CData Connect Cloud provides a pure SQL Server interface for Sage Intacct, allowing you to query data from Sage Intacct without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage Intacct, leveraging server-side processing to return the requested Sage Intacct data quickly.

Configure Sage Intacct Connectivity for Redash

Connectivity to Sage Intacct from Redash is made possible through CData Connect Cloud. To work with Sage Intacct data in Redash, 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.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Sage Intacct from Redash using Connect Cloud

To establish a connection from Redash to CData Connect Cloud using the SQL Server API, follow these steps.

1. Log into Redash.
2. Click the settings widget on the top right.
3. Click New Data Source.
4. Select Microsoft SQL Server as the Data Source Type.
5. On the configuration tab, set the following properties:
   • Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
   • Server: enter the virtual SQL Server host name (tds.cdata.com)
   • User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Port: enter 14333
6. Click Create.
7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live Sage Intacct data in Redash.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Redash, try CData Connect Cloud today!