Access Live Sage X3 Cloud Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Sage X3 Cloud data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Sage X3 Cloud in your Connect AI instance and access live Sage X3 Cloud data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Sage X3 Cloud, allowing you to easily access live Sage X3 Cloud data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Sage X3 Cloud, leveraging server-side processing to quickly return Sage X3 Cloud data.

Configure Sage X3 Cloud Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Sage X3 Cloud" from the Add Connection panel

3. 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.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sage X3 Cloud Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage X3 Cloud data from Excel.

Access Live Sage X3 Cloud Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Sage X3 Cloud data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. SageX3Cloud1), Table (e.g. BPCUSTOMER), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Sage X3 Cloud Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Sage X3 Cloud data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.