Connect to Reckon Accounts Hosted Data in HULFT Integrate



Connect to Reckon Accounts Hosted as a JDBC data source in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Reckon Accounts Hosted, HULFT Integrate can work with live Reckon Accounts Hosted data. This article walks through connecting to Reckon Accounts Hosted and moving the data into a CSV file.

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

Enable Access to Reckon Accounts Hosted

To enable access to Reckon Accounts Hosted data from HULFT Integrate projects:

  1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.reckonaccountshosted.jar (and cdata.jdbc.reckonaccountshosted.lic), to the jdbc_adapter subfolder for the Integrate Server
  2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Reckon Accounts Hosted Data

Once you copy the JAR files, you can create a project with access to Reckon Accounts Hosted data. Start by opening Integrate Studio and creating a new project.

  1. Name the project
  2. Ensure the "Create script" checkbox is checked
  3. Click Next
  4. Name the script (e.g.: ReckonAccountsHostedtoCSV)

Once you create the project, add components to the script to copy Reckon Accounts Hosted data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

  1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Reckon Accounts Hosted. Set the following properties:
    • Name: Reckon Accounts Hosted Connection Settings
    • Driver class name: cdata.jdbc.reckonaccountshosted.ReckonAccountsHostedDriver
    • URL: jdbc:reckonaccountshosted:SubscriptionKey=my_subscription_key;CountryVersion=2021.R2.AU;CompanyFile=Q:/CompanyName.QBW;User=my_user;Password=my_password;CallbackURL=http://localhost:33333;OAuthClientId=my_oauth_client_id;OAuthClientSecret=my_oauth_client_secret;InitiateOAuth=GETANDREFRESH

      Built-in Connection String Designer

      For assistance constructing the JDBC URL, use the connection string designer built into the Reckon Accounts Hosted JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

      java -jar cdata.jdbc.reckonaccountshosted.jar

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

      The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

      • SubscriptionKey: Required. You get this value when you created your developer account.
      • CountryVersion: Defaults to 2021.R2.AU.
      • CompanyFile: Required. The path to the company file.
      • User: Required. The username of the company file.
      • Password: Required. The password of the company file.
      • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
      • CallbackURL: The redirectURI of your Custom OAuth App.
      • OAuthClientId: The client id of your Custom OAuth App.
      • OAuthClientSecret: The client secret of your Custom OAuth App.

      CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

  2. Write your SQL statement. For example:
    SELECT Name, Balance FROM Accounts
  3. Click "Extraction test" to ensure the connection and query are configured properly
  4. Click "Execute SQL statement and set output schema"
  5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

  1. Set a file to write the query results to (e.g. Accounts.csv)
  2. Set "Input data" to the "Select SQL" component
  3. Add columns for each field selected in the SQL query
  4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
  5. Click "Finish"

Map Reckon Accounts Hosted Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Reckon Accounts Hosted data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for Reckon Accounts Hosted and start working with your live Reckon Accounts Hosted data in HULFT Integrate. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Reckon Accounts Hosted Driver to get started:

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