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Certinia Icon Certinia ODBC Driver

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

Access Certinia data like you would a database - read, write, and update Certinia Invoices, Expenses, Accounts, etc. through a standard ODBC Driver interface.

Import Real-Time Certinia Data in ColdFusion to Build Applications



Use CData ODBC drivers to import and use Certinia data in ColdFusion.

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData ODBC Driver for Certinia, you can link your ColdFusion web and mobile applications to operational Certinia data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Certinia data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData ODBC Driver for Certinia and Adobe ColdFusion.

Configuring the Connection

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 process. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on certinia.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Certinia Certinia data and display it in a table in ColdFusion:

  1. From the ColdFusion administrator interface, choose Data & Services.
  2. Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button.
  3. From the ODBC DSN Dropdown menu select CData Certinia Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration.
  4. Now, test the connection by pressing the check mark to the left of the CDataCertiniaODBC data source you just created. When the data source reports an "OK" status, it is ready for use.
  5. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

    The following code queries the data source:

                
            <cfquery name="CertiniaQuery" dataSource="CDataCertiniaODBC"> 
              SELECT * FROM Account 
            </cfquery> 
        
    And a CFTable can be used to quickly output the table in HTML:
                
              <cftable  
              query = "CertiniaQuery" 
              border = "1" 
              colHeaders 
              colSpacing = "2" 
              headerLines = "2" 
              HTMLTable 
              maxRows = "500" 
              startRow = "1"> 
    
              <cfcol header="<b>BillingState</b>" align="Left" width=2 text="BillingState"/> 
    
              <cfcol header="<b>Name</b>" align="Left" width=15 text="Name"/> 
    
              ...
    
            </cftable> 
        
    Full code, including the HTML portion is available below:
                
            <html> 
            <head><title>CData Software | Certinia Account Table Demo </title></head> 
            <body> 
            <cfoutput>#ucase("Certinia Account Table Demo")#</cfoutput> 
            <cfquery name="CertiniaQuery" dataSource="CDataCertiniaODBC"> 
    
              SELECT * FROM Account 
    
            </cfquery> 
            <cftable  
              query = "CertiniaQuery" 
              border = "1" 
              colHeaders 
              colSpacing = "2" 
              headerLines = "2" 
              HTMLTable 
              maxRows = "500" 
              startRow = "1"> 
              <cfcol header="<b>BillingState</b>" align="Left" width=2 text="BillingState"/> 
    
              <cfcol header="<b>Name</b>" align="Left" width=15 text="Name"/> 
    
              ...
    
            </cftable> 
            </body> 
    
            </html>  
        
  6. Finally, run the code in a browser. It produces a table populated with Certinia data!

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example: SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Certinia and start building Certinia-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.