How to integrate Metabase with Sage Cloud Accounting Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Sage Cloud Accounting data. This article describes how to connect to Sage Cloud Accounting and build a simple visualization using Sage Cloud Accounting data.

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

Configure Sage Cloud Accounting Connectivity for Metabase

Connectivity to Sage Cloud Accounting from Metabase is made possible through CData Connect Cloud. To work with Sage Cloud Accounting data from Metabase, we start by creating and configuring a Sage Cloud Accounting connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Sage Cloud Accounting" from the Add Connection panel
3. Sage Cloud Accounting uses OAuth to authenticate. Click "Sign in" to authenticate with Sage Cloud Accounting.
4. Navigate to the Permissions tab in the Add Sage Cloud Accounting Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Sage Cloud Accounting data from Metabase.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
2. Configure the connection to Connect Cloud and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Sage Cloud Accounting (Connect Cloud)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. SageBCAccounting1)
   • Username: A Connect Cloud username (e.g. user@mydomain.com)
   • Password: The PAT for the above Connect Cloud user
   • Click to Use a secure connection (SSL)

Execute Sage Cloud Accounting Data with Metabase

Once you configure the connection to Connect Cloud, you can query Sage Cloud Accounting and build visualizations.

1. Use the "Write SQL" tool to retrieve the Sage Cloud Accounting data
2. Write a SQL query based on the Sage Cloud Accounting connection in CData Connect Cloud, e.g.
   
   

   SELECT contact_name, total_amount FROM SalesInvoices WHERE sent = 'TRUE'

3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Sage Cloud Accounting data in Metabase. You can continue to work with live Sage Cloud Accounting data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Sage Cloud Accounting (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Sage Cloud Accounting data in Metabase today.