Connect to Sage US Data in CloverDX (formerly CloverETL)

Transfer Sage US data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Sage US enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Sage US as sources and destinations. In this article, you will use the JDBC Driver for Sage US to set up a simple transfer into a flat file. The CData JDBC Driver for Sage US enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Sage US as sources and destinations. In this article, you will use the JDBC Driver for Sage US to set up a simple transfer into a flat file.

Connect to Sage US as a JDBC Data Source

  1. Create the connection to Sage US data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.sage50us.jar file.
  3. Enter the JDBC URL.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Sage US JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sage50us.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:sage50us:ApplicationId=8dfafu4V4ODmh1fM0xx;CompanyName=Bellwether Garden Supply - Premium;

Query Sage US Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Sage US JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Name, LastInvoiceAmount FROM Customer

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Customer table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.