Integrate TaxJar Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for TaxJar, you get live access to TaxJar data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to TaxJar through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the TaxJar data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud
2. Select the Runtime Environments tab
3. Click "Download Secure Agent"
4. Make note of the Install Token
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the TaxJar JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to TaxJar through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData TaxJar Connection)
• Type: Select "JDBC_IC (Informatica Cloud)"
• Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
• JDBC Connection URL: Set this to the JDBC URL for TaxJar. Your URL will look similar to the following:
  
  jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

  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.

  Built-In Connection String Designer

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

  java -jar cdata.jdbc.taxjar.jar

  Fill in the connection properties and copy the connection string to the clipboard.

• JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData[product_name]\)
• Driver Class: Set this to cdata.jdbc.taxjar.TaxJarDriver
• Username: Set this to a placeholder value (since TaxJar does not require a username)
• Password: Set this to a placeholder value (since TaxJar does not require a password)

Create a Mapping for TaxJar Data

With the connection to TaxJar configured, we can now access TaxJar data in any Informatica process. The steps below walk through creating a mapping for TaxJar to another data target.

1. Navigate to the Data Integration page
2. Click New.. and select Mapping from the Mappings tab
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
4. Click "Select" to choose the table to map
5. In the Fields tab, select the fields from the TaxJar table to map
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live TaxJar data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for TaxJar and start working with your live TaxJar data in Informatica Cloud today.