Replicate Exact Online Data from PowerShell



Write a quick PowerShell script to query Exact Online data. Use connectivity to the live data to replicate Exact Online data to SQL Server.



The CData ODBC Driver for Exact Online enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Exact Online data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Exact Online data to other databases. This article shows how to replicate Exact Online data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for Exact Online

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Exact Online uses the OAuth authentication standard. You can use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

See the "Getting Started" chapter of the help documentation for more information.

Connect to Exact Online

The code below shows how to use the DSN to initialize the connection to Exact Online data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData ExactOnline Source x64"

Back Up Exact Online Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Accounts $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Exact Online data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Exact Online through the .NET Framework Provider for ODBC:

Retrieve Exact Online Data

$sql="SELECT Name, CreditLinePurchase from Accounts" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }

Update Exact Online Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Accounts SET IsCompetitor='False' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Insert Exact Online Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Accounts SET IsCompetitor='False' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Delete Exact Online Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Accounts WHERE Id = @myid", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Ready to get started?

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The Exact Online ODBC Driver is a powerful tool that allows you to connect with live Exact Online data, directly from any applications that support ODBC connectivity.

Access Exact Online like you would a database - read, write, and update Accounts, Divisions, Opportunities, etc. through a standard ODBC Driver interface.