Query Sage Cloud Accounting Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Sage Cloud Accounting, DataGrip can work with live Sage Cloud Accounting data. This article shows how to establish a connection to Sage Cloud Accounting data in DataGrip and use the table editor to load Sage Cloud Accounting data.

Create a New Driver Definition for Sage Cloud Accounting

The steps below describe how to create a new Data Source in DataGrip for Sage Cloud Accounting.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Sage Cloud Accounting Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.sagebcaccounting.jar).
   • Set Class to cdata.jdbc.sagebcaccounting.SageBCAccounting.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Sage Cloud Accounting

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Sage Cloud Accounting Driver" to create a new Sage Cloud Accounting Data Source.
2. In the new window, configure the connection to Sage Cloud Accounting with a JDBC URL.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Sage Cloud Accounting JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.sagebcaccounting.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

3. Set URL to the connection string, e.g., jdbc:sagebcaccounting:InitiateOAuth=GETANDREFRESH
4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Sage Cloud Accounting

To browse through the Sage Cloud Accounting entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example: SELECT contact_name, total_amount FROM SalesInvoices WHERE sent = 'TRUE'

Download a free, 30-day trial of the CData JDBC Driver for Sage Cloud Accounting and start working with your live Sage Cloud Accounting data in DataGrip. Reach out to our Support Team if you have any questions.