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Create Sage 300-Connected Business Apps in AppSheet

Use CData Connect Cloud to connect to Sage 300 from AppSheet and build custom business apps using live Sage 300 data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Sage 300 data for business applications. This article shows how to create a virtual database for Sage 300 in Connect Cloud and build a simple app from Sage 300 data in AppSheet.

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

Create a Virtual MySQL Database for Sage 300 Data

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

  1. Log into Connect Cloud 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 AppSheet.

Connect to Sage 300 in AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Sage 300 data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, Sage3001
    • Username: a Connect Cloud user with permissions for the database
    • Password: the password for the above Connect Cloud user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Sage 300, you can start building apps on Sage 300 data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

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