Sage Intacct to Grafana

This page provides you with instructions on how to extract data from Sage Intacct and analyze it in Grafana. (If the mechanics of extracting data from Sage Intacct seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Sage Intacct?

Sage Intacct provides accounting and financial management software with automation and controls around billing, accounting, and reporting. Components include accounts payable, accounts receivable, cash management, general ledger, order management, and purchasing.

What is Grafana?

Grafana is an open source platform for time series analytics. It can run on-premises on all major operating systems or be hosted by Grafana Labs via GrafanaCloud. Grafana allows users to create, explore, and share dashboards to query, visualize, and alert on data.

Getting data out of Sage Intacct

Sage Intacct provides an API that lets developers retrieve data stored in the platform. Intacct also has a Data Delivery Service (DDS) that enables companies to extract data from the platform and send it to a cloud storage location.

Loading data into Grafana

Analyzing data in Grafana requires putting it into a format that Grafana can read. Grafana natively supports nine data sources, and offers plugins that provide access to more than 50 more. Generally, it's a good idea to move all your data into a data warehouse for analysis. MySQL, Microsoft SQL Server, and PostgreSQL are among the supported data sources, and because Amazon Redshift is built on PostgreSQL and Panoply is built on Redshift, those popular data warehouses are also supported. However, Snowflake and Google BigQuery are not currently supported.

Analyzing data in Grafana

Grafana provides a getting started guide that walks new users through the process of creating panels and dashboards. Panel data is powered by queries you build in Grafana's Query Editor. You can create graphs with as many metrics and series as you want. You can use variable strings within panel configuration to create template dashboards. Time ranges generally apply to an entire dashboard, but you can override them for individual panels.

Keeping Sage Intacct data up to date

You can code up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.

The key is to build your script in such a way that it can identify incremental updates to your data. Once you've taken new data into account, you can set your script up as a cron job or continuous loop to keep pulling down new data as it appears.

From Sage Intacct to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing Sage Intacct data in Grafana is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Sage Intacct to Redshift, Sage Intacct to BigQuery, Sage Intacct to Azure SQL Data Warehouse, Sage Intacct to PostgreSQL, Sage Intacct to Panoply, and Sage Intacct to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data from Sage Intacct to Grafana automatically. With just a few clicks, Stitch starts extracting your Sage Intacct data via the API, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Grafana.