ODBC Driver for Sage Intacct

Build 23.0.8839

Linux DSN Configuration

This section describes how to set up ODBC connectivity and configure DSNs on several Linux distributions: Debian-based systems, like Ubuntu, and Red Hat Linux platforms, like Red Hat Enterprise Linux (RHEL), CentOS, and Fedora.

Minimum Linux Versions

Here are the minimum supported versions for Red Hat-based and Debian-based systems:

OSMin. Version
Ubuntu11.04
Debian7
RHEL6.9
CentOS6.9
Fedora13
SUSE12.1

Installing the Driver Dependencies

Run the following commands as root or with sudo to install the necessary dependencies:

  • Debian/Ubuntu:
    apt-get install libc6 libstdc++6 zlib1g libgcc1
  • RHEL/CentOS/Fedora:
    yum install glibc libstdc++ zlib libgcc

Here are the corresponding libraries required by the driver:

Debian/Ubuntu PackageRHEL/CentOS/Fedora PackageFile
libc6glibclinux-vdso.1
libc6glibclibm.so.6
libc6glibclibrt.so.1
libc6glibclibdl.so.2
libc6glibclibpthread.so.0
libc6glibclibc.so.6
libc6glibcld-linux-x86-64.so.2
libstdc++6libstdc++libstdc++.so.6
zlib1gzliblibz.so.1
libgcc1libgcclibgcc_s.so.1

Installing the Driver

You can use standard package management systems to install the driver.

On Debian-based systems, like Ubuntu, run the following command with root or sudo:

dpkg -i /path/to/driver/setup/SageIntacctODBCDriverforUnix.deb 

On systems that support the RPM package format, run the following command with root or sudo:

rpm -ivh /path/to/driver/SageIntacctODBCDriverforUnix.rpm 

Licensing the Driver

Run the following commands to license the driver. To activate a trial, omit the <key> input.

cd /opt/cdata/cdata-odbc-driver-for-sageintacct/bin/
sudo ./install-license.sh <key>

Connecting through the Driver Manager

The driver manager loads the driver and passes function calls from the application to the driver. You need to register the driver with the driver manager and you define DSNs in the driver manager's configuration files.

The driver installation registers the driver with the unixODBC driver manager and creates a system DSN. The unixODBC driver manager can be used from Python and from many other applications. Your application may embed another driver manager.

Creating the DSN

See Using unixODBC to install unixODBC and configure DSNs. See Using the DataDirect Driver Manager to create a DSN to connect to OBIEE, Informatica, and SAS.

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.

BasicReadOnly

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

Follow these steps to authenticate:

  • AuthScheme: Set this to BasicReadOnly.
  • Ensure that you have not specified a SenderID or SenderPassword.
  • In your Web Services dashboard, navigate to the Company > Company Info > Security tab.
  • Add "CData" to your Web Services authorizations. This is case-sensitive. To do this, navigate to Company > Company Info (Configuration > Company in new UI) > Security > Web Services Authorizations / Edit.

NOTE: The embedded credentials are read-only. Use Basic for read and write access.

Basic

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

  • AuthScheme: Set this to Basic.
  • 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

The following connection properties are used to connect to Okta:

  • AuthScheme: Set this 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.
In addition, set the following SSOProperties:

  • 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 organization. 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';

Set the Driver Encoding

The ODBC drivers need to specify which encoding to use with the ODBC Driver Manager. By default, the CData ODBC Drivers for Unix are configured to use UTF-16 which is compatible with unixODBC, but other Driver Managers may require alternative encoding.

Alternatively, if you are using the ODBC driver from an application that uses the ANSI ODBC API it may be necessary to set the ANSI code page. For example, to import Japanese characters in an ANSI application, you can specify the code page in the config file '/opt/cdata/cdata-odbc-driver-for-sageintacct/lib/cdata.odbc.sageintacct.ini':

[Driver]
AnsiCodePage = 932

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 23.0.8839