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Create Sage 300-Connected Visualizations in Klipfolio

Use the CData Cloud Hub to connect to Sage 300 from Klipfolio and build custom visualizations using live Sage 300 data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Sage 300 data for visualizations, reports, and more. This article shows how to create a virtual database for Sage 300 in Cloud Hub and build visualizations from Sage 300 data in Klipfolio.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Sage 300, allowing you to build reports from live Sage 300 data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage 300, leveraging server-side processing to return the requested Sage 300 data quickly.

Create a Virtual MySQL Database for Sage 300 Data

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

  1. Log into Cloud Hub and click Databases.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Sage 300 data from Klipfolio.

Connect to Sage 300 in Klipfolio

The steps below outline connecting to the CData Cloud Hub from Klipfolio to create a new Sage 300 data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., Sage3001)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM OEInvoices)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Sage 300 data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Sage 300 Data from Cloud Applications

Now you have a Klip built from live Sage 300 data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Sage 300 data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.