Integrating TaxJar Data in Talend Cloud Data Management Platform

Qlik's Talend Cloud Data Management Platform supports various data environments, enabling analytics for smarter decisions, operational data sharing, data and application modernization, and establishing data excellence for risk reduction. When paired with the CData JDBC Driver for TaxJar, you can improve data integration, quality, and governance for your TaxJar Data. This article shows how you can easily integrate to TaxJar using a CData JDBC Driver in Talend Cloud Data Management, and then view the data for simultaneous use in your workflow.

Prerequisites

Before connecting the CData JDBC Driver to view and work with your data in Talend Cloud Data Management Platform, make sure to download and install the latest version of Talend Studio on your system. Also, ensure that you have the required prerequisites.

1. A Talend Cloud Data Management account with appropriate permissions.
2. The CData JDBC Driver for TaxJar, which can be downloaded from the CData website.

Connect to TaxJar in Talend as a JDBC data source

Access Talend Data Management Cloud

1. Run the Talend Cloud Data Management Platform installed on your local system and click on Other Login Mode.
2. Click on Manage Connections. Set Repository to "Local" and enter the Name, Description and User E-mail in the respective spaces. Set the Workspace path and click on OK.
3. Now, select the Create a new project radio button to add a new project name and click on Create.
4. The new project should appear under the Select an existing project section. Click on Open. The Talend Cloud Data Management Platform workspace opens up.

Create a new connection

1. In the navigation pane, locate and expand the Metadata dropdown. Right-click on Db Connections and select Create Connection.
2. Search for and select 'JDBC' in the Find section of the Database Connection window. Then, click on Finish.
3. Enter the Name, Purpose and Description of the new database in Talend where you need to load the TaxJar data. Click on Next.

4. Generate a JDBC URL for connecting to TaxJar, beginning with jdbc:taxjar: followed by a series of semicolon-separated connection string 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.

   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.

   A typical JDBC URL is below:

   jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

5. Enter the JDBC URL copied from CData JDBC Driver for TaxJar in Edit new database.

6. Click on the "(+) Add" button under Drivers. A 'newLine' will appear in the Drivers board. Click on (...) at the end of the new line, select the Install a new module radio button, and click on (...) to add the path to the JAR file, located in the 'lib' subfolder of the installation directory. Click on OK.
7. Select the Driver Class as cdata.jdbc.taxjar (JAR file obtained from your installation directory given in the previous step).

Test the new connection

1. Click on Check Connection. If the entered details are correct, a "Connection successful" confirmation prompt will appear. Click on "OK" and "Finish".
2. Once the connection is established, right-click on the newly created connection and select Retrieve Schema. You can use the filters as well to retrieve the data as per your requirements. Click on Next.
3. Expand the "CData" catalog in the Schema window and select the tables you want to import from the TaxJar schema. Click on Next.
4. In the next step, select the columns you want to view from the table and click on Finish.
5. All the selected tables from the TaxJar schema are now populated under the Table Schemas section of the JDBC connection.
6. Right-click on any of the selected tables and click on Data Viewer to preview the data from the data source.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for TaxJar and integrate TaxJar data into Talend Cloud Data Management Platform. Reach out to our Support Team if you have any questions.