Creating Sage Cloud Accounting-Connected Applications in Unqork

Unqork is a completely visual, no-code application development platform that helps large organizations build complex custom software. CData Connect Cloud exposes Sage Cloud Accounting as a REST endpoint, which you can then query from Unqork with simple HTTP requests. This enables you to create your own custom application with Sage Cloud Accounting data.

You can use CData Connect Cloud to feed Sage Cloud Accounting data to Unqork. From there you can build custom business applications in a visual, drag-and-drop interface. This article shows how to connect to Sage Cloud Accounting and build workflows with live Sage Cloud Accounting data in Unqork.

Connect to Sage Cloud Accounting from Unqork

To work with live Sage Cloud Accounting data in Unqork, we need to connect to Sage Cloud Accounting from Connect Cloud, provide user access to the connection, and create a Workspace for the Sage Cloud Accounting data.

Connect to Sage Cloud Accounting from Connect Cloud

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

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.

Configure Sage Cloud Accounting Endpoints for Unqork

After connecting to Sage Cloud Accounting, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Sage Cloud Accounting connection (e.g. SageBCAccounting1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Sage Cloud Accounting data from Unqork.

Create a Simple Application for Sage Cloud Accounting Data

With the OData Endpoint configured for Sage Cloud Accounting through Connect Cloud, you are ready to create a Sage Cloud Accounting-connected application in Unqork. Here are the basic steps to this process:

• Register Sage Cloud Accounting (via Connect Cloud) as an Unqork service
• Create a workspace in Unqork
• Create a module-type application

Register Sage Cloud Accounting (via Connect Cloud) as an Unqork Service

To connect to Connect Cloud, you need to give your environment permission to connect with an external service. Do this through Services Administration.

1. Click the Settings drop-down at the top right corner of the Unqork Designer Platform.
2. Click Administration.
3. Under Integrations, click Services Administration.
4. Enter a Service Title, for example, Connect Cloud.
5. Enter a Service Name, for example, cdataConnect.
6. Enter a Service protocol + host. This is the API endpoint you want to reference. For example, https://cloud.cdata.com/api/odata/{workspace_name}.
7. Select Basic Auth from the Type of Authentications drop-down.
8. Enter the Connect Cloud user ID (e.g. [email protected]) in the User Name field.
9. Enter the Connect Cloud user PAT in the Password field.
10. Click Add Service.

Create a Workspace

Unqork lets you create your own workspace, which is a virtual container for you and your team to store and organize your applications. Once you build a workspace, you can add applications to it.

To create a workspace:

1. Click Create Workspace
2. Enter a unique Workspace Name
3. Click Create

Your workspace tile appears under the Workspaces tab.

Create a Module-Type Application

With your workspace added, you are ready to create your application. You have the choice between a module-type and workflow-type application. For this use case, make a module-type application.

1. Navigate to the Apps tab from your open workspace.
2. Click Create App.
3. Enter a unique App Name.
4. Select a preview style from the Style drop-down. A style specifies your application's appearance to your and-users. If left blank, your application uses the environment's default style.
5. Select Module from the App Type drop-down.
6. Select New Entrypoint Module from the App Entrypoint Module drop-down.
7. Click Create.

You will land on the Modules tab of your new application. It should look like the following:

Click the title to name the module in the Module Editor.

To complete your application, you need the following components:

• Hidden component: stores the data retrieved by the Plug-In
• Initializer component: executes the Plug-In when displaying tables
• Plug-In component: retrieves Sage Cloud Accounting data through Connect Cloud and stores it in the Hidden component
• ViewGrid component: creates on HTML table from the data stored in the Hidden component

Configure the Hidden Component

This Hidden component stores the Sage Cloud Accounting data retrieved through Connect Cloud.

1. Drag and drop a Hidden component onto your canvas.
2. Enter a Property ID and Canvas Label Text.

NOTE: Property IDs must be in Camel Case (stylized as camelCase). For example, hiddenComponent. Since the Hidden component is not visible to and-users, use your Property ID as the Canvas Label Text.

3. Click Save.

Configure the Plug-in Component

Next, add a Plug-In component to request data from Connect Cloud. This component connects with the service you set up in Services Administration.

1. Drag and drop a Plug-In component onto your canvas, placing it below the Hidden component.
2. Enter a Property ID and Canvas Label Text.

   NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your Plug-In's Property ID with plugin. For example, pluginGetAWProducts.

3. Configure the Outputs table as follows:
   • Enter the Property ID of your Hidden component in the Property ID column.
   • Enter value in the Mapping column.
4. Select External as the Service Type
5. From the External Services drop-down, select your Connect Cloud service. This is the external service you set up in Services Administration.
6. Add the specific endpoint for your Connect Cloud resources to the and of the Data Sources URL. For example, AdventureWorks2012_Production_Product.

NOTE: Your Data Sources URL will have a value similar to: https://cloud.cdata.com/api/odata/{workspace_name}/AdventureWorks2012_Production_Product.

7. Click Save.

Configure the Initializer Component

The Initializer component is what fires the Plug-In to retrieve your Sage Cloud Accounting data.

1. Drag and drop on Initializer component onto your canvas, placing it above the Plug-In component.
2. Enter a Property ID and Canvas Label Text.

   NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your Initializer's Property Name with init. For example, initGetAWProducts.

3. Set New Submission as the Trigger Type.
4. In the Outputs table, enter the following:
   • Enter the Property ID of your Plug-In in the Property ID column's field.
   • Enter trigger in the Type column's field.
   • Enter GO in the Value column's field.
5. Click Save.

Configure the ViewGrid Component

The ViewGrid component references the data stored in your Hidden component. Then, it displays the Sage Cloud Accounting data to your and-users in a dashboard (or table).

1. Drag and drop a ViewGrid component onto your canvas, placing it below the Plug-In component.
2. Enter a Label and Property Name.

   NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your ViewGrid's Property Name with vg. For example, vgAWProductView.

3. In the Inputs table, set id to the Property ID of the hidden component.
4. In the Display table:
   • In the id column: enter the IDs of the fields you want to display.
   • In the handing column: enter the title you want for each field. This is how the field will display to your and-users.
   
5. Click Save.
6. Save your module.

Once you add and configure the above components, you can preview how your application looks to and-users. In the Module Editor, click Preview Module to see the front-facing view (or "Express View") of the module.

Your Express View module should look something like this:

More Information & Free Trial

With Connect Cloud and Unqork, you can easily build Sage Cloud Accounting-connected applications. Request a free trial of Connect Cloud and start working with Sage Cloud Accounting data in Unqork today.