VOOZH about

URL: https://www.cdata.com/kb/tech/sagecloudaccounting-odbc-access-linked-tables.rst

⇱ How to Use a Microsoft Access Database to Update Sage Cloud Accounting Data in Real Time

How to Use a Microsoft Access Database to Update Sage Cloud Accounting Data in Real Time

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Update Sage Cloud Accounting data by creating a linked table in Microsoft Access with the CData Sage Cloud Accounting ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Sage Cloud Accounting, you can update live Sage Cloud Accounting data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Sage Cloud Accounting as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

Create a Linked Table to SalesInvoices Data

Follow the steps below to create a linked table, which enables you to access live SalesInvoices data.

  1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the SalesInvoices table. 👁 Linked Tables enable you use the live connection to Sage Cloud Accounting that is provided by the driver.

  3. Select the CData Sage Cloud Accounting data source from the Machine Data Source tab.

    👁 DSNs listed in the Get External Data wizard.
  4. Select the SalesInvoices table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

    👁 A linked table to the live data. (Google is shown.)

Ready to get started?

Download a free trial of the Sage Cloud Accounting ODBC Driver to get started:

 Download Now

Learn more:

👁 Sage Cloud Accounting Icon
Sage Cloud Accounting ODBC Driver

The Sage Cloud Accounting ODBC Driver is a powerful tool that allows you to connect with live data from Sage Cloud Accounting, directly from any applications that support ODBC connectivity.

Access Sage Cloud Accounting data like you would a database - read, write, and update Sage Cloud Accounting BankAccounts, Contacts, Journals, etc. through a standard ODBC Driver interface.