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Consume Sage Intacct OData Feeds in PowerBuilder
This article demonstrates how to consume Sage Intacct data as OData feeds from PowerBuilder using the API Server.
The CData API Server, when paired with the ADO.NET Provider for Sage Intacct (or any of 200+ other ADO.NET Providers), produces secure feeds of Sage Intacct data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.
This article shows how to create a DataWindow that uses the CData API Server to execute reads and writes.
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 HubSpot 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
Set Up the API Server
Follow the steps below to begin producing secure Sage Intacct OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Sage Intacct
After you deploy the API Server and the ADO.NET Provider for Sage Intacct, provide authentication values and other connection properties needed to connect to Sage Intacct by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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.
You can then choose the Sage Intacct entities you want to allow the API Server access to by clicking Settings -> Resources.
Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:
- Default Format: Select XML (Atom) in the menu.
- Default Version: Select 2.0 in the menu.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create a Profile for Sage Intacct
Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.
- Click Tools -> Database Painter.
- Right-click the OData node and click New Profile.
- In the Database Profile Setup dialog, enter the following:
- Profile Name: Enter a user-friendly name for the profile.
- URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below:
http://MyServer:8032/api.rsc - Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
- User Id: Enter the name of an user in the API Server.
- Password: Enter the authtoken of an user in the API Server.
- To view and modify a table, right-click a table and then click Edit Data -> Grid.
Using Sage Intacct Data with PowerBuilder Controls
You can use standard PowerBuilder objects to connect to OData feeds and execute queries. The following example shows how to retrieve Sage Intacct data into a DataWindow.
You can add the following code to the open method:
SQLCA.DBMS = "ODT"
SQLCA.DBParm = "ConnectString='URI=http://MyServer:8032/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'";
CONNECT USING SQLCA;
dw_customer.SetTransObject(SQLCA);
dw_customer.Retrieve();
