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Analyze QuickBooks Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of QuickBooks data and visualize live QuickBooks data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and QuickBooks ADO.NET Provider to build dynamic dashboards from live QuickBooks data. The CData API Server generates an OData API for QuickBooks, which is natively consumable in Reveal. In this article, we walk through connecting to QuickBooks in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
Connect to QuickBooks from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "QuickBooks"
- Enter the necessary authentication properties to connect to QuickBooks.
When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.
Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.
The first time you connect, authorize the Remote Connector with QuickBooks. See the "Getting Started" chapter of the help documentation for a guide.
Add QuickBooks Resource Definitions in API Server
After connecting to QuickBooks, create Resources, which represent API endpoints for QuickBooks data.
- Click Settings -> Resources -> Add Resource
- Select the QuickBooks connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to QuickBooks from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the QuickBooks Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize QuickBooks data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live QuickBooks data. For more information on creating OData feeds from QuickBooks (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live QuickBooks data in tools that consume OData APIs.
