Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Sage Business Cloud Accounting connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Sage Business Cloud Accounting Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating to Sage Business Cloud Accounting

Sage Business Cloud Accounting provides embedded OAuth credentials that simplify connection from a Desktop application . To connect from a Web application, you must create a custom OAuth application, as described in Creating a Custom OAuth Application.

To connect via OAuth from all authentication flows, you must set AuthScheme to OAuth.

The following subsections describe how to authenticate to Sage Business Cloud Accounting from the available oauth flows. For information about how to create a custom OAuth application, and why you might want to create one even for auth flows that already have embedded OAuth credentials, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Sage Business Cloud Accounting, see Connection.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop. You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Sage Business Cloud Accounting console. For further information, see Creating a Custom OAuth Application.

Before you connect, set these properties:

InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
Custom OAuth applications only:
- OAuthClientId: The client Id assigned when you registered your custom OAuth application.
- OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
- CallbackURL: The redirect URI defined when you registered your custom OAuth application.

When you connect, the add-in opens Sage Business Cloud Accounting's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes it automatically.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Sage Business Cloud Accounting you will be able to customize the data you are importing. To learn more about this, see Managing Connections.