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Reckon Accounts Hosted Icon Reckon Accounts Hosted ODBC Driver

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

Access Reckon Accounts Hosted data like you would a database - read, write, and update Reckon Accounts Hosted 0, etc. through a standard ODBC Driver interface.

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Use the CData ODBC Driver for Reckon Accounts Hosted in SAS JMP


You can use the CData ODBC Driver to integrate Reckon Accounts Hosted data into the statistical analysis tools available in SAS JMP. This article shows how to use Reckon Accounts Hosted data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Reckon Accounts Hosted to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Reckon Accounts Hosted API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Reckon Accounts Hosted API supports bidirectional access. This article shows how to access Reckon Accounts Hosted data into a report and create data visualization. It also shows how to use SQL to query and manipulate Reckon Accounts Hosted data from the JMP Query Builder.

Access Reckon Accounts Hosted Data 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.

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

  • SubscriptionKey: Required. You get this value when you created your developer account.
  • CountryVersion: Defaults to 2021.R2.AU.
  • CompanyFile: Required. The path to the company file.
  • User: Required. The username of the company file.
  • Password: Required. The password of the company file.
  • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
  • CallbackURL: The redirectURI of your Custom OAuth App.
  • OAuthClientId: The client id of your Custom OAuth App.
  • OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Reckon Accounts Hosted Data with the Query Builder

After you have created the Reckon Accounts Hosted DSN, you can use SQL to invoke the capabilities of the Reckon Accounts Hosted API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Reckon Accounts Hosted Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData ReckonAccountsHosted Source;", "INSERT INTO Accounts (IsActive) VALUES ('true');");

Visualize Reckon Accounts Hosted Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Name.
  2. Drag a measure column onto the y axis. For example, Balance.
  3. Select a chart type. For example, a bar chart.