DataBind Wijmo Grid to Sage Intacct Data



Provide real-time Sage Intacct data to interactive controls.

The API Server, when paired with the ADO.NET Provider for Sage Intacct (or any of 200+ other ADO.NET Providers), provides Sage Intacct data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted Sage Intacct data from a Wijmo Grid.

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 to access by clicking Settings -> Resources. This article uses Customer as an example.

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 Real-Time Grid

Follow the steps below to consume Sage Intacct data from the Wijmo JavaScript controls:

  1. Load the required Wijmo, jQuery, and Knockout libraries:
    
    <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
    <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
      
    <!--Theme-->
    <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets CSS-->
    <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets JavaScript-->
    <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
     
    <!--Knockout JS Library-->
    <!-- Both of the links below can work -->
    <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
    <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
    
    <!--Wijmo Knockout Integration Library-->
    <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
    
  2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.
    
    <script id="scriptInit">
    $.support.cors = true;
    var viewModel;
    
    function ViewModel() {
      var customerView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Customer", {
      ajax: {
        dataType: "jsonp", 
        username: "MyUser",
        password: "MyAuthtoken",
        data: { "$inlinecount": null }
      },
      pageSize: 10
    });
      customerView.refresh();
      customerView.nextPage();
      this.customer = customerView;
      this.prevPage = function () {customerView.prevPage();};
      this.nextPage = function () {customerView.nextPage();};
    }
    
    $(document).ready(function () {
       viewModel = new ViewModel();
       ko.applyBindings(viewModel, $(".container").get(0));
    });
    </script>
    
  3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.
    
    <h2>Connect to Live Sage Intacct Data in Real Time</h2>
    
    <h3>Customer</h3>
    <div>
      <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
      <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
    </div>
    <table id="demo-grid" data-bind="wijgrid: { 
      data: customer, 
      showFilter: true, 
      allowPaging: true,
      pagerSettings: { position: 'none'},
      columnsAutogenerationMode: 'append',
    }" >
    </table>   
    

Below is the resulting grid. You can filter and sort through pages of Sage Intacct data.

Ready to get started?

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