Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
Get the Report →Integrate Sage Cloud Accounting Data into Automated Tasks with Power Automate
Use CData Connect Cloud to connect to Sage Cloud Accounting data and integrate live Sage Cloud Accounting data into your Power Automate tasks.
Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Sage Cloud Accounting data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Sage Cloud Accounting data into your workflows and tasks.
CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Sage Cloud Accounting, allowing you to easily integrate with live Sage Cloud Accounting data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate 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 Power Automate
Connectivity to Sage Cloud Accounting from Power Automate is made possible through CData Connect Cloud. To work with Sage Cloud Accounting data from Power Automate, we start by creating and configuring a Sage Cloud Accounting connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Sage Cloud Accounting" from the Add Connection panel
- Sage Cloud Accounting uses OAuth to authenticate. Click "Sign in" to authenticate with Sage Cloud Accounting.
- 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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- 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 Power Automate.
Connecting to CData Connect Cloud
To use Connect Cloud to integrate Sage Cloud Accounting data into your Power Automate tasks, you need a new SQL Server connection:
- Log in to Power Automate
- Click Data -> Connections -> New connection
- Select SQL Server
- In the connection wizard:
- Choose to connect directly
- Set SQL server name to tds.cdata.com
- Set SQL database name to the name of the Sage Cloud Accounting connection (e.g. SageBCAccounting1)
- Set Username to a Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the above user
- Click Create
Integrating Sage Cloud Accounting Data into Power Automate Tasks
With the connection to Connect Cloud configured, you are ready to integrate live Sage Cloud Accounting data into your Power Automate tasks.
- Log in to Power Automate
- Click My flows -> New flow and choose to create the flow from blank or template
- Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
- Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
- Configure any actions to follow and test, then save the flow
SQL Access to Sage Cloud Accounting Data from Cloud Applications
Now you have a direct connection to live Sage Cloud Accounting data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Sage Cloud Accounting data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.
Related Power Automate Articles
This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop: