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

Access Certinia data like you would a database - read, write, and update Certinia Invoices, Expenses, Accounts, etc. through a standard ODBC Driver interface.

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How to Use a Microsoft Access Database to Update Certinia Data in Real Time


Update Certinia data by creating a linked table in Microsoft Access with the CData Certinia 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 Certinia, you can update live Certinia data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Certinia 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.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on certinia.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Create a Linked Table to Account Data

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

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Account table.

  3. Select the CData Certinia data source from the Machine Data Source tab.

  4. Select the Account table. For more information on this table, see the "Data Model" chapter in the help documentation.

  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.