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Intacct Icon Intacct ODBC Driver

The Intacct ODBC Driver is a powerful tool that allows you to connect with live data from Intacct, directly from any applications that support ODBC connectivity.

Access Intacct data like you would a database - read, write, and update Intacct Contacts, Invoices, Transactions, Vendors, etc. through a standard ODBC Driver interface.

Build Dashboards with Sage Intacct Data in Dundas BI



Create dynamic dashboards and perform analytics based on Sage Intacct data in Dundas BI.

The CData ODBC Driver for Sage Intacct enables access to live data from Sage Intacct under the ODBC standard, allowing you work with Sage Intacct data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Sage Intacct data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Sage Intacct data in Dundas BI.

Connect to Sage Intacct Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    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.

    When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

Add Sage Intacct Data to a Dashboard

You are now ready to create a dashboard with Sage Intacct data.

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of Sage Intacct data.