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Integrate Sage US Data into Automated Tasks with Power Automate

Use CData Connect Cloud to create a virtual SQL Server database for Sage US data and integrate live Sage US data into your Power Automate (Microsoft Flow) tasks.

Power Automate (Microsoft Flow) is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Sage US data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Sage US data into your workflows and tasks.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Sage US, allowing you to easily integrate with live Sage US data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Sage US, leveraging server-side processing to quickly return Sage US data.

Create a Virtual SQL Database for Sage US Data

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

  1. Login to Connect Cloud and click Databases.
  2. Select "Sage US" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Sage US.

    The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

    Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:\Program Files\Sage\Peachtree\API\. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

    You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

    While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Sage US data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Connect Cloud instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual Sage US database you created earlier (like sagedb)
    • Set the Username and Password and click Create

Integrating Sage US Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Sage US data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to Sage US Data from Cloud Applications

Now you have a direct connection to live Sage US data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Sage US data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.