Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Sage Intacct connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Sage Intacct Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

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

To authenticate, do the following:

Set AuthScheme 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.
Navigate to Configuration > Company > Security > Web Services Authorizations / Edit.
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';

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Sage Intacct you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for Sage Intacct