ODBC Driver for Sage Intacct

Build 26.0.9770

Windows DSN Configuration

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.

Ensuring Registry Access

The driver stores connection information in the Windows registry. To ensure that the driver can write to the registry, perform either of the following actions:

  1. Run the calling application as an administrator.
  2. Connect via a User DSN instead of a System DSN.

Authenticating to Sage Intacct

The following authentication methods are supported: Basic (using Web Services or embedded credentials), AzureAD, Okta, OneLogin, OAuth, and OAuthClient (Sage Intacct REST API only). Configure the connection by setting the relevant connection properties for your chosen authentication method.

Basic Authentication

The Basic authentication scheme allows you to read and write data using embedded credentials. You can optionally provide your own Web Service credentials.

To authenticate using Basic authentication, configure the following properties:

  • AuthScheme: Basic.
  • 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.
  • (Optional) SenderID and SenderPassword: Your Web Services Sender ID and Password (only if you are using your own Web Service credentials).

If you are using embedded credentials, rather than your own Web Service credentials, you must do the following:

  • 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.

AzureAD

Note that this configuration requires two AzureAD applications: the "Sage Intacct" application used for single sign-on, and a separate "connector" application with user_impersonation permission on the "Sage Intacct" application.

To authenticate to AzureAD, configure the following properties:

  • AuthScheme: AzureAD.
  • CompanyID: The ID you use to identify your company when logging into Sage Intacct.
  • SSOLoginURL: The SSO provider's login URL.
  • OAuthClientId: The application Id of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret.

Also set these SSOProperties:

  • IntacctUserID: The Sage Intacct user ID that is mapped to the Okta user you set in the User connection property.
  • Resource: The Entity ID of the Sage Intacct application, listed in the Basic SAML Configuration section of the app registration.
  • AzureTenant: The Id of the Azure AD tenant where the applications are registered.

The following is an example connection string: 

AuthScheme=AzureAD;CompanyID=myCompanyID;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;SSOLoginUrl=https://login.microsoftonline.com/myAzureTenant/saml2;SSOProperties='IntacctUserID=intacct_user;AzureTenant=myAzureTenant;Resource=https://saml.intacct.com;';

Okta

To authenticate to Okta, configure the following properties:

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

OneLogin

To authenticate with OneLogin SSO, configure the following properties:

  • AuthScheme: OneLogin.
  • CompanyID: The ID you use to identify your company when logging into Sage Intacct.
  • SSOLoginURL: The SAML 2.0 Endpoint. This can be found in OneLogin under Applications > your Sage Intacct app > SSO.
  • OAuthClientId: The client Id of your OneLogin OAuth app. This can be found in OneLogin under Developers > API Credentials.
  • OAuthClientSecret: The client secret of your OneLogin OAuth application. This is listed below the client Id.
  • User: The OneLogin username.
  • Password: The OneLogin user's password.

Also set these SSOProperties:

  • IntacctUserID: The Sage Intacct user ID that is mapped to the Okta user you set in the User connection property.
  • Subdomain: The subdomain of the OneLogin user accessing the SSO app. For example, if your OneLogin URL is cdata.onelogin.com, the subdomain value is cdata.
  • AppId: The Id of the Sage Intacct app in OneLogin. This can be found by selecting the app. If the URL is https://cdata.onelogin.com/apps/4157774/edit, then the app id is 4157774.

The following is an example connection string: 

AuthScheme=OneLogin;CompanyID=myCompanyID;User=OneLoginUser;Password=OneLoginPassword;SSOProperties='IntacctUserID=intacct_user;Subdomain=subdomain;AppId=12345;';SSOLoginUrl=https://subdomain.onelogin.com/trust/saml2/http-post/sso/123eda45-1c23-123f-b26c-1be75d633ac6;OAuthClientId=myClientId;OAuthClientSecret=myClientId;

OAuth

OAuth 2.0 authentication with the authorization code grant type is only available when connecting to the Sage Intacct REST API. Set Schema to SageIntacctRest and AuthScheme to OAuth.

In addition, you must register a custom OAuth application in the Sage Intacct developer portal to obtain the OAuthClientId and OAuthClientSecret connection properties. See Creating a Custom OAuth Application for steps to register an application.

Desktop Applications

After registering your application, set the following connection properties:

  • OAuthClientId: The client Id from your registered application.
  • OAuthClientSecret: The client secret from your registered application.
  • CallbackURL: The HTTPS redirect URI you specified when registering your application.
  • Scope (Optional): Set to offline_access to receive a refresh token, which allows the driver to refresh the access token automatically when it expires. If omitted, no refresh token is issued and you must re-authenticate when the access token expires.
  • InitiateOAuth: Set to GETANDREFRESH to automatically complete the OAuth exchange and refresh tokens.

When you connect, the driver opens the Sage Intacct OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Saves OAuth values in OAuthSettingsLocation to persist across connections.
  3. Refreshes the access token automatically when it expires.

Headless Machines

Follow the steps in "Desktop Applications" above on a machine with browser access. After connecting, the driver saves OAuth values to the file specified in OAuthSettingsLocation (default: OAuthSettings.txt).

Then copy the OAuth settings file to the headless machine and set the following connection properties:

  • InitiateOAuth: REFRESH.
  • OAuthClientId: The client Id from your registered application.
  • OAuthClientSecret: The client secret from your registered application.
  • OAuthSettingsLocation: The path to the OAuth settings file you copied from the browser-enabled machine. Ensure the driver has read and write permissions to this location to enable automatic token refresh.

OAuth Client

OAuth 2.0 authentication with the client credentials grant type is only available when connecting to the Sage Intacct REST API. Set Schema to SageIntacctRest and AuthScheme to OAuthClient.

In addition, you must register a custom OAuth application in the Sage Intacct developer portal to obtain the OAuthClientId and OAuthClientSecret connection properties. See Creating a Custom OAuth Application for steps to register an application.

The client application must then be authorized according to the instructions in https://developer.sage.com/intacct/docs/1/sage-intacct-rest-api/authorization-and-security/oauth2#client-credentials-grant-type

After registering your application, set the following connection properties:

  • OAuthClientId: The client Id from your registered application.
  • OAuthClientSecret: The client secret from your registered application.
  • InitiateOAuth: Set to GETANDREFRESH to automatically complete the OAuth exchange and refresh tokens.

Additionally, you must set one of the following:

  • User: The username of your Web Services user, in either the format UserId@CompanyId or UserId@CompanyId|entityId.
  • SessionID: The session ID for your current Sage Intacct login session.

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Build 26.0.9770