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Certinia Icon Certinia ODBC Driver

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.

Connect to Certinia Data in DBeaver



Use the CData ODBC Driver to connect to Certinia data in DBeaver.

The CData ODBC Driver for Certinia enables access to live data from Certinia under the ODBC standard, allowing you work with Certinia data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to manage Certinia data with visual tools in DBeaver like the query browser.

The CData ODBC drivers offer unmatched performance for interacting with live Certinia data in DBeaver due to optimized data processing built into the driver. When you issue complex SQL queries from DBeaver to Certinia, the driver pushes supported SQL operations, like filters and aggregations, directly to Certinia and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can manage and analyze Certinia data.

Connect to Certinia

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Finally, set the "Map To WVarchar connection property to False in the DSN Configuration window for the driver. This configuration will allow string types to be mapped to SQL_VARCHAR and prevent SQL_WVARCHAR types from being displayed as NULL.

Connecting to the Certinia ODBC Data Source in DBeaver

  1. Open the DBeaver application and in the Database menu, select the New Database Connection option.
  2. In the 'Connect to a database' window, select ODBC and click Next.
  3. In the Database/Schema field, enter the DSN name (CData Certinia Source by default). It will be automatically added to the JDBC URL as well.
  4. Click the Test Connection button. You should receive a 'Connected' message after DBeaver has detected the DSN, along with details about the driver if the connection is successful.

Query Certinia Data

You can now query information from the tables exposed by the data source connection. You can expand the database structure in order to view all the tables. You can retrieve the table's data by right-clicking on a table name and selecting View data. The data will then be available in the Data tab.

Free Trial & More Information

At this point, you have connected to live Certinia data from DBeaver. For more information, visit the CData ODBC Driver page. Download a free, 30-day trial and start working live Certinia data DBeaver today.