Access Live Sage X3 Cloud Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, 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 Connect Spreadsheets and access live Sage X3 Cloud data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Sage X3 Cloud Connectivity for Excel

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

1. Log into Connect Spreadsheets, click Sources and 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 Create & Test

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

Access Live Sage X3 Cloud Data in Excel for the web

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

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button.
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets 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 Spreadsheets

New, 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 Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.