DataBind Wijmo Grid to QuickBooks Online Data



Provide real-time QuickBooks Online data to interactive controls.

The API Server, when paired with the ADO.NET Provider for QuickBooks Online (or any of 200+ other ADO.NET Providers), provides QuickBooks Online data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted QuickBooks Online data from a Wijmo Grid.

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 to access by clicking Settings -> Resources. This article uses Customers as an example.

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 Real-Time Grid

Follow the steps below to consume QuickBooks Online data from the Wijmo JavaScript controls:

  1. Load the required Wijmo, jQuery, and Knockout libraries:
    
    <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
    <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
      
    <!--Theme-->
    <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets CSS-->
    <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets JavaScript-->
    <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
     
    <!--Knockout JS Library-->
    <!-- Both of the links below can work -->
    <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
    <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
    
    <!--Wijmo Knockout Integration Library-->
    <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
    
  2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.
    
    <script id="scriptInit">
    $.support.cors = true;
    var viewModel;
    
    function ViewModel() {
      var customersView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Customers", {
      ajax: {
        dataType: "jsonp", 
        username: "MyUser",
        password: "MyAuthtoken",
        data: { "$inlinecount": null }
      },
      pageSize: 10
    });
      customersView.refresh();
      customersView.nextPage();
      this.customers = customersView;
      this.prevPage = function () {customersView.prevPage();};
      this.nextPage = function () {customersView.nextPage();};
    }
    
    $(document).ready(function () {
       viewModel = new ViewModel();
       ko.applyBindings(viewModel, $(".container").get(0));
    });
    </script>
    
  3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.
    
    <h2>Connect to Live QuickBooks Online Data in Real Time</h2>
    
    <h3>Customers</h3>
    <div>
      <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
      <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
    </div>
    <table id="demo-grid" data-bind="wijgrid: { 
      data: customers, 
      showFilter: true, 
      allowPaging: true,
      pagerSettings: { position: 'none'},
      columnsAutogenerationMode: 'append',
    }" >
    </table>   
    

Below is the resulting grid. You can filter and sort through pages of QuickBooks Online data.

Ready to get started?

Learn more or sign up for a free trial:

CData API Server