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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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Visualize Reckon Accounts Hosted Data in TIBCO Spotfire through ODBC


The ODBC standard has ubiquitous support and makes self-service business intelligence easy. Use the ODBC Driver to load Reckon Accounts Hosted data into TIBCO Spotfire.

This article walks you through using the CData ODBC Driver for Reckon Accounts Hosted in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to Reckon Accounts Hosted 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.

Create Visualizations of Reckon Accounts Hosted Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

  1. Click Data -> Add Data ...
  2. Click Other -> Load data with ODBC, OLE DB, or ADO.NET data provider.
  3. In the Data Source Type menu, select ODBC Data Provider and click Configure.
  4. Select the DSN.
  5. Select the tables that you want to add to the dashboard. This example uses Accounts. You can also specify an SQL query. The driver supports the standard SQL syntax.
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Balance in the Numbers section and Name in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.