Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Sage 300 connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Sage 300 Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Before Authenticating

Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API. The logged in user must have API access to one or all modules of the Sage300 instance. In Sage300 a user is assigned a security group. A security group is a set of permissions for each module. It is recommended that you use a different user other than the ADMIN user to access the API. The ADMIN user has a couple of extra steps in order to gain access to the API. Follow the steps below in order to obtain access to the API.

Creating a User

Skip this step if you have already created a new user or you would like to use an existing account.

Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
Go to Administrative Services -> Users
Fill in the required information and click Add

Setting up the Security Group

Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
Go to Administrative Services -> Security Groups
In the Application you will find all the modules of Sage300. The Group ID represents the security group you want to modify. Below you will find a list of permissions that you can check.
(Optional)Create a new Security Group fill the Group ID, Group Description and check any of the permissions including the Sage 300 Web API permission. Lastly click Add(per each application required)
Or select an existing Security Group you are going to assign to the User under Group ID and check the Sage 300 Web API permission in the end of permissions(per each application required).

Assigning a Security Group

Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
Go to Administrative Services -> User Authorization
Under User ID select your new/existing User
Now for each Application assign the Group ID which you created/modified
Once the user access is done, ensure that they have access to the web API. Replace 'server' with your Sage300 instance URL.

Connecting to Sage 300

The CData Excel Add-In for Sage 300 communicates to Sage 300 over the OData API. You can authenticate to Sage 300 using Basic authentication.

Basic Authentication

You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider will reuse the session opened by Sage 300 using cookies.

This means that your credentials will be used only on the first request to open the session. After that, cookies returned from Sage 300 will be used for authentication.

Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
User: Set this to the username of your account.
Password: Set this to the password of your account.

Connection Properties

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

Managing Connections

After successfully authenticating to Sage 300 you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for Sage 300