Connect to QuickBooks Online Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for QuickBooks Online, HULFT Integrate can work with live QuickBooks Online data. This article walks through connecting to QuickBooks Online and moving the data into a CSV file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live QuickBooks Online data. When you issue complex SQL queries to QuickBooks Online, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBooks Online and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze QuickBooks Online data using native data types.

Enable Access to QuickBooks Online

To enable access to QuickBooks Online data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.quickbooksonline.jar (and cdata.jdbc.quickbooksonline.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to QuickBooks Online Data

Once you copy the JAR files, you can create a project with access to QuickBooks Online data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next
4. Name the script (e.g.: QuickBooksOnlinetoCSV)

Once you create the project, add components to the script to copy QuickBooks Online data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for QuickBooks Online. Set the following properties:
   • Name: QuickBooks Online Connection Settings
   • Driver class name: cdata.jdbc.quickbooksonline.QuickBooksOnlineDriver
   • URL: jdbc:quickbooksonline:InitiateOAuth=GETANDREFRESH
     
     

     Built-in Connection String Designer

     For assistance constructing the JDBC URL, use the connection string designer built into the QuickBooks Online JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

     java -jar cdata.jdbc.quickbooksonline.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

     See the Getting Started chapter of the help documentation for a guide to using OAuth.

2. Write your SQL statement. For example:

   SELECT DisplayName, Balance FROM Customers

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Customers.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map QuickBooks Online Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move QuickBooks Online data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for QuickBooks Online and start working with your live QuickBooks Online data in HULFT Integrate. Reach out to our Support Team if you have any questions.