Access Live TaxJar Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for TaxJar, Coginiti Pro can access and query live TaxJar data. This article describes how to connect to and query TaxJar data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for TaxJar offers unmatched performance for interacting with live TaxJar data. When you issue complex SQL queries to TaxJar, the driver pushes supported SQL operations, like filters and aggregations, directly to TaxJar and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze TaxJar data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for TaxJar installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

To authenticate to the TaxJar API, you will need to first obtain the API Key from the TaxJar UI.

NOTE: the API is available only for Professional and Premium TaxJar plans.

If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

Additional Notes

• By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
• If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer documentation.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the TaxJar JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for TaxJar Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic."

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for TaxJar.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.taxjar.jar)
   • Select the Class Name: cdata.jdbc.taxjar.TaxJarDriver.

Create a Connection using the CData JDBC Driver for TaxJar

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic."
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query TaxJar Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the TaxJar catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for TaxJar and start working with your live TaxJar data in Coginiti Pro. Reach out to our Support Team if you have any questions.