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Connect to Sage US Data in HULFT Integrate

Connect to Sage US as a JDBC data source in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Sage US, HULFT Integrate can work with live Sage US data. This article walks through connecting to Sage US and moving the data into a CSV file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Sage US data. When you issue complex SQL queries to Sage US, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage US and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Sage US data using native data types.

Enable Access to Sage US

To enable access to Sage US data from HULFT Integrate projects:

  1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.sage50us.jar (and cdata.jdbc.sage50us.lic), to the jdbc_adapter subfolder for the Integrate Server
  2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Sage US Data

Once you copy the JAR files, you can create a project with access to Sage US data. Start by opening Integrate Studio and creating a new project.

  1. Name the project
  2. Ensure the "Create script" checkbox is checked
  3. Click Next
  4. Name the script (e.g.: Sage50UStoCSV)

Once you create the project, add components to the script to copy Sage US data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

  1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Sage US. Set the following properties:
    • Name: Sage US Connection Settings
    • Driver class name: cdata.jdbc.sage50us.Sage50USDriver
    • URL: jdbc:sage50us:ApplicationId=8dfafu4V4ODmh1fM0xx;CompanyName=Bellwether Garden Supply - Premium;

      Built-in Connection String Designer

      For assistance 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.

      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.

  2. Write your SQL statement. For example:
    SELECT Name, LastInvoiceAmount FROM Customer
  3. Click "Extraction test" to ensure the connection and query are configured properly
  4. Click "Execute SQL statement and set output schema"
  5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

  1. Set a file to write the query results to (e.g. Customer.csv)
  2. Set "Input data" to the "Select SQL" component
  3. Add columns for each field selected in the SQL query
  4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
  5. Click "Finish"

Map Sage US Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Sage US data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for Sage US and start working with your live Sage US data in HULFT Integrate. Reach out to our Support Team if you have any questions.