How to Use CData Connect to Access Live Sage 50 UK Data in Power Automate

CData Connect enables you to access live Sage 50 UK data in workflow automation tools like Power Automate. This article shows how to integrate Sage 50 UK data into a simple workflow, moving Sage 50 UK data into a CSV file.

CData Connect provides a pure SQL interface for Sage 50 UK, allowing you to easily integrate with live Sage 50 UK data in Power Automate — without replicating the data. Connect looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Sage 50 UK, leveraging server-side processing to quickly return Sage 50 UK data.

Create a Virtual SQL 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.

How to Integrate Sage 50 UK Data into Power Automate Workflows

After configuring CData Connect with Sage 50 UK, you are ready to integrate Sage 50 UK data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Sage 50 UK, query Sage 50 UK using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
2. On the Connection tab:
   1. Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g. localhost,8033)
   2. Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials
   3. Select the database: use the database configured above (e.g. Sage50UK1)
3. Click "Test Connection" to ensure the connection is configured properly
4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM TradingAccounts

After configuring the properties, save the action.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the properties, save the action.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move Sage 50 UK data into a CSV file.

With CData Connect, you get live connectivity to Sage 50 UK data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using CData Connect Server with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Sage 50 UK Data in Power Automate Desktop via ODBC
• Sage 50 UK Data in Power Automate (Online) using CData Connect Server