Pipe Reckon Data to CSV in PowerShell

The CData Cmdlets Module for Reckon is a standard PowerShell module offering straightforward integration with Reckon. Below, you will find examples of using our Reckon Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Reckon Data

When you are connecting to a local Reckon instance, you do not need to set any connection properties.

Requests to Reckon are made through the Remote Connector. The Remote Connector runs on the same machine as Reckon and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect to your company file, you will need to authorize the Remote Connector with Reckon. See the "Getting Started" chapter of the help documentation for a guide.

$conn = Connect-Reckon  -User "$User" -Password "$Password" -URL "$URL"

Selecting Data

Follow the steps below to retrieve data from the Customers table and pipe the result into to a CSV file:

Select-Reckon -Connection $conn -Table Customers | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myCustomersData.csv -NoTypeInformation

You will notice that we piped the results from Select-Reckon into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-Reckon -Connection $conn -Table Customers -Where "Type = Commercial" | Remove-Reckon

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Reckon, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyCustomersUpdates.csv | %{
  $record = Select-Reckon -Connection $Reckon -Table Customers -Where ("ID = `'"+$_.ID+"`'")
  if($record){
    Update-Reckon -Connection $reckon -Table Customers -Columns ("Name","CustomerBalance") -Values ($_.Name, $_.CustomerBalance) -Where ("ID = `'"+$_.ID+"`'")
  }else{
    Add-Reckon -Connection $reckon -Table Customers -Columns ("Name","CustomerBalance") -Values ($_.Name, $_.CustomerBalance)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!