Consume QuickBooks Online OData Feeds in PowerBuilder



This article demonstrates how to consume QuickBooks Online data as OData feeds from PowerBuilder using the API Server.

The CData API Server, when paired with the ADO.NET Provider for QuickBooks Online (or any of 200+ other ADO.NET Providers), produces secure feeds of QuickBooks Online data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.

This article shows how to create a DataWindow that uses the CData API Server to execute reads and writes.

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


Set Up the API Server

Follow the steps below to begin producing secure QuickBooks Online OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to QuickBooks Online

After you deploy the API Server and the ADO.NET Provider for QuickBooks Online, provide authentication values and other connection properties needed to connect to QuickBooks Online by clicking Settings -> Connections and adding a new connection in the API Server administration console.

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

You can then choose the QuickBooks Online entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:

  • Default Format: Select XML (Atom) in the menu.
  • Default Version: Select 2.0 in the menu.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Profile for QuickBooks Online

Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

  1. Click Tools -> Database Painter.
  2. Right-click the OData node and click New Profile.
  3. In the Database Profile Setup dialog, enter the following:
    • Profile Name: Enter a user-friendly name for the profile.
    • URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below: http://MyServer:8032/api.rsc
    • Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
    • User Id: Enter the name of an user in the API Server.
    • Password: Enter the authtoken of an user in the API Server.
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using QuickBooks Online Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to OData feeds and execute queries. The following example shows how to retrieve QuickBooks Online data into a DataWindow.

You can add the following code to the open method:

SQLCA.DBMS = "ODT" SQLCA.DBParm = "ConnectString='URI=http://MyServer:8032/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'"; CONNECT USING SQLCA; dw_customers.SetTransObject(SQLCA); dw_customers.Retrieve();

Ready to get started?

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CData API Server