Using the Microsoft ODBC Data Source Administrator

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
3. Click the System DSN tab.
4. Select the system data source and click Configure.
5. Edit the information on the Connection tab and click OK.

Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.

Connecting to Sage Intacct

To connect to Web Services, you will first need to enable the Web Services subscription. Navigate to Company > Admin Tab > Subscriptions and enable Web Services.

Intacct also recommends creating a Web Services-only user, which can be done by navigating to Company > Admin Tab, and clicking on the + sign beside Web Services users.

You can establish a connection to Sage Intacct using either the embedded credentials or with your own credentials.

Authenticating to Sage Intacct

To authenticate, set CompanyID and set User and Password to the credentials you use to log on to Sage Intacct. In addition, you will need to either set your own SenderID and SenderPassword, or use the embedded credentials in the CData ODBC Driver for Sage Intacct.

Embedded Credentials

The driver has embedded Web Services credentials that will be used when reading data from Intacct.

You can connect using embedded credentials as follows:

• Ensure that you have not specified a SenderID or SenderPassword.
• In your Web Services dashboard, navigate to Company > Company Info > Security tab.
• Add "CData" to your Web Services authorizations. This is case-sensitive. This can be done by navigating to Company -> Company Info (Configuration -> Company in new UI) -> Security -> Web Services Authorizations / Edit.

Note: As opposed to using custom credentials, the embedded credentials are read-only.

Connect using Custom Credentials

You can use your own Web Services credentials to write data to Intacct. Set the following to connect to data:

• SenderID: Set this to the Web Services Sender ID assigned to you by Sage Intacct.
• SenderPassword: Set this to your registered Web Services password.

Okta

Set the AuthScheme to Okta. The following connection properties are used to connect to Okta:

• User: Set this to the Okta user.
• Password: Set this to Okta password for the user.
• SSOLoginURL: Set this to the login url used by the SSO provider.

The following SSOProperties are needed to authenticate to Okta:

• IntacctUserID: Set this value to the Intacct User ID that is mapped to the Okta user you set in the User connection property.
• APIToken (optional): Set this to the API Token that the customer created from the Okta org. It should be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.

The following is an example connection string: AuthScheme=Okta; SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46'; User=oktaUserName; Password=oktaPassword; SSOProperties='IntacctUserID=intacct_user';