Rapidly Develop Acumatica-Driven Apps with Active Query Builder

Write standard .NET to expose Acumatica data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Acumatica enables standards-based access to Acumatica. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Acumatica 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.

Set the following connection properties to connect to Acumatica:

• User: Set this to your username.
• Password: Set this to your password.
• Company: Set this to your company.
• Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
  For example: https://acumatica.com/entity/Default/17.200.001/

See the Getting Started guide in the CData driver documentation for more information.

Use SQL to Interact with Acumatica

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms.
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..."
4. Set your desired Connection Name (e.g. CData Acumatica), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown.
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK."
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.