Integrate with Sage Cloud Accounting Data in SnapLogic

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect Cloud, SnapLogic gets access to live Sage Cloud Accounting data. This article demonstrates how to connect to Sage Cloud Accounting using Connect Cloud and integrate with Sage Cloud Accounting data in SnapLogic.

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 SnapLogic

Connectivity to Sage Cloud Accounting from SnapLogic is made possible through CData Connect Cloud. To work with Sage Cloud Accounting data from SnapLogic, 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 SnapLogic using Connect Cloud

To establish a connection from SnapLogic to CData Connect Cloud, you will need to download the JDBC Driver.

1. Open the Client Tools page of CData Connect Cloud.
2. In the Dev Tools section, click JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect Cloud.

1. Log into SnapLogic.
2. Click the Managers tab.
3. Select a folder from the Project Spaces to add the JDBC JAR file to.
4. Click the Files tab.
5. Click the button in the top right to upload the CData Connect Cloud JDBC JAR file. It appears as a file once uploaded.
6. Click the Designer tab.
7. Click JDBC to expand the options for "snaps."
8. Click and drag a Generic JDBC - Select "snap" onto the designer.
9. Click Add Account > Continue.
10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect Cloud JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: 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.
11. Click Validate. If the connection succeeds, the "snap" is ready to use.
12. Click Apply.

You can now create reports with the connected data.

Get CData Connect Cloud

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