Update Sage Cloud Accounting Data with a Microsoft Access Linked Table

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Sage Cloud Accounting ODBC Driver

The Sage Cloud Accounting ODBC Driver is a powerful tool that allows you to connect with live data from Sage Cloud Accounting, directly from any applications that support ODBC connectivity.

Access Sage Cloud Accounting data like you would a database - read, write, and update Sage Cloud Accounting BankAccounts, Contacts, Journals, etc. through a standard ODBC Driver interface.



Update Sage Cloud Accounting data by creating a linked table in Microsoft Access with the CData Sage Cloud Accounting ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Sage Cloud Accounting, you can update live Sage Cloud Accounting data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Sage Cloud Accounting as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to SalesInvoices Data

Follow the steps below to create a linked table, which enables you to access live SalesInvoices data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the SalesInvoices table.
  3. Select the CData Sage Cloud Accounting data source from the Machine Data Source tab.

  4. Select the SalesInvoices table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.