Create Apps from Sage Cloud Accounting Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to Sage Cloud Accounting. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your Sage Cloud Accounting data.

In this article, we walk through two connections:

1. Connecting to Sage Cloud Accounting in Connect Cloud
2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Sage Cloud Accounting Connectivity for Qlik Sense Cloud

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

1. Log into Connect Cloud, click Sources, and then 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

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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 and a PAT generated, you are ready to connect to Sage Cloud Accounting data from Qlik Sense Cloud.

Create a Qlik Sense App from Sage Cloud Accounting Data

This section walks through adding Sage Cloud Accounting data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the Microsoft SQL Server connector and set the configuration properties.
   • Set Server to tds.cdata.com
   • Set Port to 14333
   • Set Database to the connection you created (e.g. SageBCAccounting1)
   • Set User name to the Connect Cloud user (e.g. [email protected])
   • Set Password to the PAT for the above user
   
6. Select an owner for the connection
7. Select a Sage Cloud Accounting entity (Table) to view
8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Sage Cloud Accounting data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Sage Cloud Accounting data. For more information on creating OData feeds from 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 Qlik Sense Cloud.