This section describes how to edit the DSN configuration and then authenticate and connect to Sage Intacct APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

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 Power BI Desktop installation (32-bit or 64-bit).
3. Select the system data source and click Configure.
4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

Connecting to Sage Intacct

You can establish a connection to Sage Intacct using the embedded credentials (BasicReadOnly authentication), your own credentials (Basic authentication), or Okta credentials.

Authenticating to Sage Intacct

Sage Intacct supports three types of authentication: BasicReadOnly, Basic, and Okta.

You are ready to authenticate after you set these parameters:

• CompanyID: The ID you use to identify your company when logging into Sage Intacct.
• User: The login you use to log into Sage Intacct.
• Password The password for your login credentials.
• Basic authentication only:
  • SenderID: your SenderID.
  • SenderPassword: your SenderID's password.

BasicReadOnly

The connector has embedded Web Services credentials that are used when reading data from Sage Intacct. These credentials are read-only.

To authenticate, do the following:

1. Set AuthScheme to BasicReadOnly.
2. Ensure that you have not specified a SenderID or SenderPassword.
3. In your Web Services dashboard, navigate to the Company > Company Info > Security tab.
4. Navigate to Configuration > Company > Security > Web Services Authorizations / Edit.
5. Add "CData" to your Web Services authorizations. (Note: This is case-sensitive.)

Basic

You can use your own Web Services credentials to write data to Intacct.

To authenticate, set the following:

• AuthScheme: Basic.
• SenderID: The Web Services Sender ID assigned to you by Sage Intacct.
• SenderPassword: Your registered Web Services password.

Okta

To authenticate to Okta, set these properties:

• AuthScheme: Okta.
• User: The Okta user.
• Password: The Okta user's password.
• SSOLoginURL: The SSO provider's login URL.

Also set these SSOProperties:

• IntacctUserID: The Sage Intacct user ID that is mapped to the Okta user you set in the User connection property.
• APIToken (optional): If users are authenticated via a trusted application or proxy that overrides Okta client request context, specify the API Token that the customer created from the Okta organization.

Example connection string:

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