Connecting to Sage Intacct

Deploying the Driver

Prerequisite: The install file (setup.jar) is a Java Application that requires Java 6 (J2SE) or above to run.

To install the driver, double-click the setup.jar file and proceed with the instructions in the installation wizard.

Depending on the machine on which you are accessing the Sisense application, install the driver in one of the following locations:

• When Sisense is installed on your local machine , deploy the driver locally.

• For a non-local installation (when accessing Sisense on a remote Windows server, or accessing the Sisense hosted cloud environment), select one of the below methods:

  • Deploy the driver on the Sisense server machine, and then perform all the authentication on the server machine.
    OR
  • Deploy the driver on your local machine (or any other machine, as convenient), perform all the authentication on that machine, and then copy the JAR file to the remote server.

For a short video of the process, see below (the video uses the Box driver as an example).

JAVA Troubleshooting

If you do not have Java 6 installed, you may download it from here.

If your system is not set up to run Java applications, execute the following command: java -jar setup.jar.

Connecting to Sage Intacct

After you have installed the Intacct connector, you can import your data from Intacct by connecting with a connection string. The connection string contains your Intacct user credentials. Intacct uses the connection string to authenticate your account and allow you to extract the relevant data for your account.

To create the connection string:

1. Open the lib directory for the connector. This is the default path: C:\Program Files\CData\CData JDBC Driver for <Driver Name> 2019\lib.

2. Double-click the jar file in the lib directory.

   

   Alternatively, to open the jar file from the command line, enter the following command in the command prompt (change the driver name to your driver): cd C:\Program Files\CData\CData JDBC Driver for <Driver Name> 2019\lib. Press Enter and then enter the following command (change the driver name to your driver): “C:\Program Files\Sisense\infra\jre\bin\java.exe" -jar cdata.jdbc.<Driver Name>.jar.

   Press Enter again.

   For example:

   

   The Connection String Builder opens.

3. Enter the values for the following connection properties (click in the Value column to enter a value or to modify an existing value):

   • User : Your Intacct username.
   • CompanyID : Your company’s Intacct ID used when you log in.
   • Password : Your Intacct user password.
   • (Optional) To connect to a shared child company, add your LocationID parameter to the connection string. To connect to a distributed child company, add your ClientID parameter to the connection string.

4. If the Connection String Builder has a InitiateOAuth property, set it to OFF to avoid entering the OAuth Authorization process.

   Note :

   This property may not appear for some connectors.

5. Press Enter to add all the connection properties to the connection string.

   An example of the connection string:

   jdbc:intacct:User=’myusername’;CompanyID=’TestCompany’;Password=’mypassword’;

6. Click Test Connection . A new browser tab opens where you need to log in to your application in order to grant access. (Each application will display a different window and messages.)

   Close the Authorization Successful! message that opens.

7. Go back to the Connection String Builder dialog, and click OK in the Test Connection Successful message to close it.

8. Click Copy to Clipboard to obtain the connection string.

For a short video of the process, see below (the video uses the XML driver as an example):

You need to follow the above instructions only on first connect, and then when your credentials to the application change.

Adding Sage Intacct Tables to your ElastiCube

1. Open Sisense.

   For a non-local installation, open Sisense on the hosted cloud environment.

2. In the Data page, open an ElastiCube or create a new ElastiCube .

3. In the Model Editor, click . The Add Data dialog box is displayed.

   

4. Click Generic JDBC to open the JDBC settings.

   

5. In Connection String , paste the string you obtained above.

6. In JDBC JARs Folder , enter the name of the directory where the Intacct JAR file is located.

7. In Driver's Class Name , enter the following class name: cdata.jdbc.sageintacct.SageIntacctDriver

8. If you wish to secure the connection, enter your Intacct credentials in User Name and Password and remove the relevant properties from the connection string. Otherwise, leave these fields blank.

9. Click Next . A list of tables in the database are displayed. All tables and views associated with the database will appear in a new window.

10. From the Tables list, select the relevant table or view you want to work with. You can click next to the relevant table or click Preview to see a preview of the data inside it.

11. (Optional) Click + to customize the data you want to import with SQL. See Importing Data with Custom Queries for more information.

12. After you have selected all the relevant tables, click Done . The tables are added to your data model.

For a short video of the process, see below (the video uses the XML driver as an example):

Additional Resources

For the full documentation set for the Intacct connector, click here.

For connection string options, click here.

For information on the Intacct data model, click here.