Import Sage 300 Data into Microsoft Power Query

The Connect Server enables you to use Web services to connect to and query Sage 300 data. This article details how to import an OData feed of Sage 300 data into Microsoft Power Query.

Connect to Sage 300 from Power Query

To work with live Sage 300 data in Microsoft Power Query, we need to connect to Sage 300 from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Sage 300 data.

Add a Connect Server User

Create a User to connect to Sage 300 from Microsoft Power Query through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Sage 300 from Connect Server

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

1. Open Connect Server and click Connections
2. Select "Sage 300" from Available Data Sources
3. Enter the necessary authentication properties to connect to Sage 300.

   Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

   • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
   • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
   • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

   Authenticate to Sage 300 using Basic authentication.

   Connect Using Basic Authentication

   You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are 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.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Sage 300 OData Endpoints in Connect Server

After connecting to Sage 300, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Sage 300 database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Sage 300 Data from Power Query

Follow the steps below to import tables that can be refreshed on demand:

1. Configure the Connect Server to use a version of the OData protocol that is recognized by Power Query. In the Connect Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.

2. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:

   https://your-server:8032/api.rsc

3. Next, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.

   To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click "Edit Permissions..." Select the privacy level from the menu.

4. You can now access Sage 300 data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.

Free Trial & More Information

If you are interested in connecting to your Sage 300 data (or data from any of our other supported data sources) from Power Query, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.