How to connect to Sage 50 UK Data from Google Apps Script

Google Apps Script gives you the ability to create custom functionality within your Google documents, including Google Sheets, Google Docs, and more. With CData Connect Server, you get a SQL Server interface for any of the 200+ sources supported by CData, including Sage 50 UK. The SQL Server protocol is natively supported through the JDBC service in Google Apps Script, so by utilizing Connect Server, you gain access to live Sage 50 UK data within your Google documents.

This article shows how to create a virtual database for Sage 50 UK in Connect Server and provides sample scripting for processing Sage 50 UK data in a Google Spreadsheet.

Our script only reads data from a specified table, but you can easily extend the script to incorporate update functionality.

CData Connect Server provides a pure SQL Server interface for Sage 50 UK, allowing you to easily build reports from live Sage 50 UK data in Apps Script — without replicating the data to a natively supported database. As you build visualizations, Apps Script generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Sage 50 UK, leveraging server-side processing to quickly return the requested Sage 50 UK data.

Create a Virtual SQL Server Database for Sage 50 UK Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Sage 50 UK" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Sage 50 UK.

   Note: Only Sage 50 UK 2012 and above are supported.

   The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

   Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

   1. If you have not already done so, open the Sage 50 UK software.
   2. Click Tools -> Internet Options.
   3. Select the SData Settings tab.
   4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
   5. Set the URL property to the value in the address field next to the company desired.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Sage 50 UK data from Apps Script.

Connect to Sage 50 UK Data with Apps Script

At this point, you should have configured a virtual database for Sage 50 UK in Connect Server. All that is left now is to use Google Apps Script to access Connect Server and work with your Sage 50 UK data in Google Sheets.

In this section, you will create a script (with a menu option to call the script) to populate a spreadsheet with Sage 50 UK data. We have created a sample script and explained the different parts. You can view the raw script at the end of the article.

1. Create an Empty Script

To create a script for your Google Sheet, click Tools Script editor from the Google Sheets menu:

2. Declare Class Variables

Create a handful of class variables to be available for any functions created in the script.

//replace the variables in this block with real values as needed
var address = 'CONNECT_SERVER_URL:port';
var user = 'CONNECT_USER';
var userPwd = 'CONNECT_PASSWORD';
var db = 'sageukdb';
var serverSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslKey  = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';

var dbUrl = 'jdbc:sqlserver://' + address + '/' + db + '?useSSL=true';

3. Add a Menu Option

This function adds a menu option to your Google Sheet, allowing you to use the UI to call your function.

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write data to a sheet', functionName: 'connectToSage50UKData'}
  ];
  spreadsheet.addMenu('Sage 50 UK Data', menuItems);
} 

4. Write a Helper Function

This function is used to find the first empty row in a spreadsheet.

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

5. Write a Function to Write Sage 50 UK Data to a Spreadsheet

The function below writes the Sage 50 UK data, using the Google Apps Script JDBC functionality to connect to Connect Server, SELECT data, and populate a spreadsheet. When the script is run, two input boxes will appear:

The first one asks the user to input the name of a sheet to hold the data (if the spreadsheet does not exist, the function creates it).

The second asks the user to input the name of a Sage 50 UK table to read. If an invalid table is chosen, an error message appears and the function is exited.

Note, while the function is designed for use as a menu option, you can extend it for use as a spreadsheet formula.

/*
 * Reads data from a specified Sage 50 UK 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToSage50UKData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a Sage 50 UK 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var conn = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd, 
    _serverSslCertificate: serverSslCert,
    _clientSslCertificate: clientSslCert,
    _clientSslKey:         clientSslKey
  );

  //confirm that var table is a valid table/view
  var dbMetaData = conn.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = conn.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of Sage 50 UK data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}
  

When the function is completed, you have a spreadsheet populated with your Sage 50 UK data, and you can now leverage all of the calculating, graphing, and charting functionality of Google Sheets anywhere you have access to the Internet.

Complete Google Apps Script

//replace the variables in this block with real values as needed
var address = 'CONNECT_SERVER_URL:port';
var user = 'CONNECT_USER';
var userPwd = 'CONNECT_PASSWORD';
var db = 'sageukdb';
var serverSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslKey  = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';

var dbUrl = 'jdbc:sqlserver://' + address + '/' + db + '?useSSL=true';

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write table data to a sheet', functionName: 'connectToSage50UKData'}
  ];
  spreadsheet.addMenu('Sage 50 UK Data', menuItems);
}

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

/*
 * Reads data from a specified 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToSage50UKData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a Sage 50 UK 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var conn = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd, 
    _serverSslCertificate: serverSslCert,
    _clientSslCertificate: clientSslCert,
    _clientSslKey:         clientSslKey
  );

  //confirm that var table is a valid table/view
  var dbMetaData = conn.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = conn.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of Sage 50 UK data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}