Configure a Connection Profile

From the CData ribbon, click Get Data and select From Sage 200 connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Sage 200 Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Sage 200

The Sage 200 API is enabled by default. Any user who has been set up within the Sage Provisioning Portal as a user, and who has been assigned to a site, is automatically an API user. In order for a user to be able to query the API, all they need is a Sage ID.

For further information on how to set up and use the API for Sage 200 Standard, see How to create a user in the Sage Provisioning Portal, which includes information on how to assign a user to a site, and how to give the user company access and user access.

To connect to Sage 200, specify these connection properties:

• Schema: The edition of Sage 200 in use; either StandardUK or ProfessionalUK.
• SubscriptionKey: DEPRECATED. To be removed at a later date.

Authenticating to Sage 200

Sage 200 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 200 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 200, 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 200 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, Sage 200 opens their 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 200 you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Sage 200 data, such as using the available CData Excel Functions.