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Integrate with live Sage Intacct Data in Jitterbit
Use CData Connect Cloud to connect to and integrate live Sage Intacct data in Jitterbit.
Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live Sage Intacct data. This article demonstrates how to connect to Sage Intacct using Connect Cloud and integrate with live Sage Intacct data in Jitterbit.
CData Connect Cloud provides a pure OData interface for Sage Intacct, allowing you to query data from Sage Intacct without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage Intacct, leveraging server-side processing to return the requested Sage Intacct data quickly.
About Sage Intacct Data Integration
CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:
- Access Sage Intacct without worrying about API updates or changes.
- Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
- Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
- Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.
To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.
Getting Started
Configure Sage Intacct Connectivity for Jitterbit
To work with Sage Intacct data from Jitterbit, we need to connect to Sage Intacct from Connect Cloud, provide user access to the connection, and create a Workspace for the Sage Intacct data.
Connect to Sage Intacct from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Sage Intacct" from the Add Connection panel
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Enter the necessary authentication properties to connect to Sage Intacct.
To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.
User, Password, and CompanyId are the credentials for the account you wish to connect to.
SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.
- Click Create & Test
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Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Sage Intacct Endpoints for Jitterbit
After connecting to Sage Intacct, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the Sage Intacct connection (e.g. SageIntacct1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Sage Intacct data from Jitterbit.
Connect to Sage Intacct from Jitterbit using Connect Cloud
To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
- Click Connections and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
- Select a table and configure the query.
You can now transform and integrate live Sage Intacct data in Jitterbit.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect Cloud today!
