Connect to Sage Cloud Accounting Data from HeidiSQL



Use CData Connect Cloud to connect to and query live Sage Cloud Accounting data from HeidiSQL.

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect Cloud, HediSQL reach extends to include access to live Sage Cloud Accounting data. This article demonstrates how to connect to Sage Cloud Accounting using Connect Cloud and query Sage Cloud Accounting data in HeidiSQL.

CData Connect Cloud provides a pure SQL Server interface for Sage Cloud Accounting, allowing you to query data from Sage Cloud Accounting 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 Cloud Accounting, leveraging server-side processing to return the requested Sage Cloud Accounting data quickly.

Configure Sage Cloud Accounting Connectivity for HeidiSQL

Connectivity to Sage Cloud Accounting from HeidiSQL is made possible through CData Connect Cloud. To work with Sage Cloud Accounting data from HeidiSQL, we start by creating and configuring a Sage Cloud Accounting connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage Cloud Accounting" from the Add Connection panel
  3. Sage Cloud Accounting uses OAuth to authenticate. Click "Sign in" to authenticate with Sage Cloud Accounting.
  4. Navigate to the Permissions tab in the Add Sage Cloud Accounting Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Sage Cloud Accounting from HeidiSQL using Connect Cloud

To establish a connection from HeidiSQL to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

  1. In the Session Manager, select New in the bottom-left
  2. Give the new session a descriptive name, e.g. Connect-Cloud-Sage Cloud Accounting

Configure a SQL Server Connection to Connect Cloud

  1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
  2. The Library DLL should automatically update to MSOLEDBSQL
  3. Set the Hostname/IP to tds.cdata.com
  4. Set the User to your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
  5. Set the Password to your PAT created in Connect Cloud in the previous section.
  6. Set the Port to 14333

Query Sage Cloud Accounting from HeidiSQL

  1. In the database listing on the left, find your connection to Sage Cloud Accounting configured earlier.
  2. Expand this connection to view individual tables or data objects present within Sage Cloud Accounting.
  3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

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