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Analyze Sage Cloud Accounting Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Sage Cloud Accounting data and visualize live Sage Cloud Accounting data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Sage Cloud Accounting data. The CData API Server generates an OData API for Sage Cloud Accounting, which is natively consumable in Reveal. In this article, we walk through connecting to Sage Cloud Accounting in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Sage Cloud Accounting from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Sage Cloud Accounting"
- Enter the necessary authentication properties to connect to Sage Cloud Accounting.
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.
Add Sage Cloud Accounting Resource Definitions in API Server
After connecting to Sage Cloud Accounting, create Resources, which represent API endpoints for Sage Cloud Accounting data.
- Click Settings -> Resources -> Add Resource
- Select the Sage Cloud Accounting connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Sage Cloud Accounting from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Sage Cloud Accounting Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Sage Cloud Accounting data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Sage Cloud Accounting data. For more information on creating OData feeds from Sage Cloud Accounting (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Sage Cloud Accounting data in tools that consume OData APIs.
