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CData Connect Server

Create Sage 50 UK-Connected Nintex Workflows



Use CData Connect Server to connect to Sage 50 UK from Nintex Workflow Cloud and build custom workflows using live Sage 50 UK data.

Nintex Workflow Cloud is a cloud-based platform where you can design workflows to automate simple or complex processes using drag-and-drop interactions — without writing any code. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Sage 50 UK data for business applications. This article shows how to create a virtual database for Sage 50 UK in Connect Server and build a simple workflow from Sage 50 UK data in Nintex.

CData Connect Server provides a pure SQL Server interface for Sage 50 UK, allowing you to build workflows from live Sage 50 UK data in Nintex Workflow Cloud — without replicating the data to a natively supported database. Nintex allows you to access data directly using SQL queries. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage 50 UK, leveraging server-side processing to quickly return the requested Sage 50 UK data.

Create a Virtual SQL Server Database for Sage 50 UK Data

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

  1. Log into Connect Server and click Connections.
  2. Select "Sage 50 UK" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Sage 50 UK.

    Note: Only Sage 50 UK 2012 and above are supported.

    The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

    Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

    1. If you have not already done so, open the Sage 50 UK software.
    2. Click Tools -> Internet Options.
    3. Select the SData Settings tab.
    4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
    5. Set the URL property to the value in the address field next to the company desired.
  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Sage 50 UK data from Nintex.

Connect to Sage 50 UK in Nintex

The steps below outline creating a new connection for access to Sage 50 UK CData Connect Server from Nintex to create a new Sage 50 UK data source.

  1. Log into Nintex Workflow Cloud
  2. In the Connections tab, click "Add new"
  3. Select SQL Server as the connector and click "Connect"
  4. In the SQL Server connection wizard, set the following properties:
    • Connection Name: name the connection (e.g., CData Connect Server Sage 50 UK Connection)
    • Username: your Connect Server username
    • Password: your Connect Server password
    • Database Host: your Connect Server SQL Server endpoint (e.g., connect_server_url)
    • Database Name: the virtual Sage 50 UK database (e.g., Sage50UK1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Sage 50 UK Workflow

With the connection to CData Connect Server configured, we are ready to build a simple workflow to access Sage 50 UK data. Start by clicking the "Create workflow" button.

Configure the Start Event Action

  1. Click the start event task and select the "Form" event
  2. Click "Design form"
  3. Drag a "Text - Long" element onto the Form and click the element to configure it
    • Set "Title" to "Enter SQL query"
    • Set "Required" to true
  4. Drag a "Text - Short" element onto the Form and click the element to configure it
    • Set "Title" to "Enter desired result column"
    • Set "Required" to true

Configure an "Execute a Query" Action

  1. Add an "Execute a query" action after the "Start event: Form" action and click to configure the action
  2. Set "SQL Script" to the "Enter SQL Query" variable from the "Start event" action
  3. Set "Column to retrieve" to the "Enter desired result column" variable from the "Start event" action
  4. Set "Retrieved column" to a new variable (e.g., "values")

Configure a "Send an Email" Action

  1. Add a "Send an email" action after the "Execute a query" action and click to configure the action
  2. Set the "Recipient email address"
  3. Set the "Subject"
  4. Set the "Message body" to the variable created for the retrieved column

Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query Sage 50 UK using SQL and send an email with the results.

To learn more about SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Server. Sign up for a free trial and reach out to our Support Team if you have any questions.