Automated Continuous TaxJar Replication to Google BigQuery

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live TaxJar data into your Google BigQuery instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Google BigQuery as a Replication Destination

Using CData Sync, you can replicate TaxJar data to Google BigQuery. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Google BigQuery as a destination.

3. Enter the necessary connection properties. To connect to Google BigQuery, use OAuth authentication:

   Authenticate with a User Account

   In this OAuth flow, you can connect without setting any connection properties for your user credentials.

   1. Click Connect, and CData Sync opens the Google BigQuery OAuth endpoint.
   2. Log in and grant permissions to CData Sync.
   3. CData Sync then completes the OAuth process.

   Authenticate with a Service Account

   Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes to CData Sync.

   You need to create an OAuth application in this flow. See Creating a Custom OAuth App in the Getting Started section to create and authorize an app. You can then connect to Google BigQuery data that the service account has permission to access.

   After setting the following connection properties, you are ready to connect:

   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthClientSecret: Set this to the Client Secret in your app settings.
   • OAuthJWTCertType: Set this to "PEMKEY_FILE".
   • OAuthJWTCert: Set this to the path to the .pem file you generated.
   • OAuthJWTCertPassword: Set this to the password of the .pem file.
   • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
   • OAuthJWTSubject: Set this to the email address of the user for whom the application is requesting delegate access. Note that delegate access must be granted by an administrator.
   • DatasetId: Set this to the ID of the dataset you want to connect to.
   • ProjectId: Set this to the ID of the project you want to connect to.
   When you connect, CData Sync completes the OAuth flow for a service account.

4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the TaxJar Connection

You can configure a connection to TaxJar from the Connections tab. To add a connection to your TaxJar account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (TaxJar).
3. Configure the 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.
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your TaxJar data to Google BigQuery.