Configuring a Connection
The connector comes with a connection builder which allows you to build and test your connection settings outside of Tableau. It also allows you to create a connection string, which can be used to provide options not listed in the connection dialog in Tableau.
Configuring a Connection Builder
There are two ways to access the connection builder:
- On Windows, there will be a shortcut called Connection Builder in the start menu, under the CData Sage Intacct Tableau Data Connector folder.
- The connection builder can also be started by going to the driver install directory and running the .jar file in the lib directory.
In the connection builder, you can set values for connection properties and click the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string for use with Tableau.
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 Tableau Connector for Sage Intacct.
Authenticate with the Embedded Credentials
The connector 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.
Authenticating with 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.
- 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';
See Getting Data for the next step, which includes authenticating to the Sage Intacct APIs.