Integrate QuickBooks POS with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including QuickBooks POS, in their SnapLogic workflows.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live QuickBooks POS data. When platforms issue complex SQL queries to QuickBooks POS, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBooks POS and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with QuickBooks POS data using native data types.

Connect to QuickBooks POS in SnapLogic

To connect to QuickBooks POS data in SnapLogic, download and install the CData QuickBooks POS JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for QuickBooks POS/lib by default).

Upload the QuickBooks POS JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to QuickBooks POS.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.quickbookspos.QuickBooksPOSDriver

   • Set JDBC URL to a JDBC connection string for the QuickBooks POS JDBC Driver, for example:

     jdbc:quickbookspos:RTK=XXXXXX;

     NOTE: RTK is a trial or full key. Contact our Support team for more information.

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBooks POS JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.quickbookspos.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

     Requests are made to QuickBooks POS through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks POS 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, you will need to authorize the Remote Connector with QuickBooks POS. See the "Getting Started" chapter of the help documentation for a guide.

5. After entering the connection properties, click "Validate" and "Apply"

Read QuickBooks POS Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "QuickBooksPOS"
• Set Table name to a table for QuickBooks POS using the schema name, for example: "QuickBooksPOS"."Customers" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

Once you confirm the results are what you expect, you can add additional snaps to funnel your QuickBooks POS data to another endpoint.

Piping QuickBooks POS Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets
3. Configure the Worksheet Writer snap to write your QuickBooks POS data to a Google Spreadsheet

You can now execute the fully configured pipeline to extract data from QuickBooks POS and push it into a Google Spreadsheet.

Piping External Data to QuickBooks POS

As mentioned above, you can also use the JDBC Driver for QuickBooks POS in SnapLogic to write data to QuickBooks POS. Start by adding a Generic JDBC - Insert or Generic JDBC - Update snap to the dashboard.

1. Select the existing "Account" (connection) or create a new one
2. Configure the query:
   • Set Schema name to "QuickBooksPOS"
   • Set Table name to a table for QuickBooks POS using the schema name, for example: "QuickBooksPOS"."Customers" (use the drop-down to see the full list of available tables)
3. Save the Generic JDBC - Insert/Update snap

At this point, you have configured a snap to write data to QuickBooks POS, inserting new records or updating existing ones.

More Information & Free Trial

Using the CData JDBC Driver for QuickBooks POS you can create a pipeline in SnapLogic for integrating QuickBooks POS data with external services. For more information about connecting to QuickBooks POS, check at our CData JDBC Driver for QuickBooks POS page. Download a free, 30 day trial of the CData JDBC Driver for QuickBooks POS and get started today.