Connect to Sage X3 Cloud Data in Airbyte ELT Pipelines

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to build ELT pipelines for Sage X3 Cloud data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Sage X3 Cloud data. This article illustrates the process of connecting to Sage X3 Cloud through Connect AI and constructing ELT pipelines for Sage X3 Cloud data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Sage X3 Cloud, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Sage X3 Cloud. This harnesses server-side processing to swiftly retrieve the desired Sage X3 Cloud data.

Configure Sage X3 Cloud Connectivity for Airbyte

Connectivity to Sage X3 Cloud from Airbyte is made possible through CData Connect AI. To work with Sage X3 Cloud data from Airbyte, we start by creating and configuring a Sage X3 Cloud connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Sage X3 Cloud" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Sage X3 Cloud.

    Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

    • URL: The base URL of your Sage X3 Cloud instance.
    • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
    • OAuthClientId: Your OAuth application client ID.
    • OAuthClientSecret: Your OAuth application client secret.
    • Audience: The API audience value for the token request.
    • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
    • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
    • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

    The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Sage X3 Cloud Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Sage X3 Cloud data from Airbyte.

Connect to Sage X3 Cloud from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

  1. Log in to your Airbyte account Logging into Airbyte
  2. On the left panel, click Sources, then Add New Source
    • Set Source Type to MSSQL Server to connect the TDS endpoint
    • Set Source Name
    • Set Host URL to tds.cdata.com
    • Set Port to 14333
    • Set Database to the name of the connection you previously configured, e.g. SageX3Cloud1.
    • Set Username to your Connect AI username
    • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
    • (Optional) Set Schema to anything you want to apply to the source
    • Set Password to your Connect AI PAT
    • (Optional) Enter any needed JBDC URL Params
  3. Click Test and Save to create the data source.
Configuring the connection to Connect AI

Create ELT Pipelines for Sage X3 Cloud Data

To connect Sage X3 Cloud data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

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