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Build QuickBooks Online-Connected Visualizations in datapine
Use CData Connect Cloud and datapine to build visualizations and dashboards with access to live QuickBooks Online data.
datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your QuickBooks Online data directly from your datapine visualizations and dashboards. This article describes connecting to QuickBooks Online in CData Connect Cloud and building a simple QuickBooks Online-connected visualization in datapine.
CData Connect Cloud provides a pure SQL Server interface for QuickBooks Online, allowing you to query data from QuickBooks Online without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to QuickBooks Online, leveraging server-side processing to return the requested QuickBooks Online data quickly.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Configure QuickBooks Online Connectivity for datapine
Connectivity to QuickBooks Online from datapine is made possible through CData Connect Cloud. To work with QuickBooks Online data from datapine, we start by creating and configuring a QuickBooks Online connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
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QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
![]( "Authenticating with OAuth (Salesforce is shown).")
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Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.
![]( "Updating permissions")
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connecting to QuickBooks Online from datapine
Once you configure your connection to QuickBooks Online in Connect Cloud, you are ready to connect to QuickBooks Online from datapine.
- Log into datapine
- Click Connect to navigate to the "Connect" page
- Select MS SQL Server as the data source
- In the Integration step, fill in the connection properties and click "Save and Proceed"
- Set the Internal Name
- Set Database Name to the name of the connection we just configured (e.g. QuickBooksOnline1)
- Set Host / IP to "tds.cdata.com"
- Set Username to your Connect Cloud username (e.g. user@mydomain.com)
- Set Password to the corresponding PAT
- Set Database Port to "14333"
![]( "Configuring the connection to CData Connect Cloud")
- In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
![]( "Selecting tables and fields to visualize (Salesforce is shown)")
- In the References step, define any relationships between your selected tables and click "Save and Proceed"
![]( "Defining foreign key relationships")
- In the Data Transfer step, click "Go to Analyzer"
Visualize QuickBooks Online Data in datapine
After connecting to CData Connect Cloud, you are ready to visualize your QuickBooks Online data in datapine. Simply select the dimensions and measures you wish to visualize!
Having connect to QuickBooks Online from datapine, you are now able to visualize and analyze real-time QuickBooks Online data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!
