Query Wave Financial Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Wave Financial, DataGrip can work with live Wave Financial data. This article shows how to establish a connection to Wave Financial data in DataGrip and use the table editor to load Wave Financial data.

Create a New Driver Definition for Wave Financial

The steps below describe how to create a new Data Source in DataGrip for Wave Financial.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Wave Financial Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.wavefinancial.jar).
   • Set Class to cdata.jdbc.wavefinancial.WaveFinancial.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Wave Financial

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Wave Financial Driver" to create a new Wave Financial Data Source.
2. In the new window, configure the connection to Wave Financial with a JDBC URL.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.wavefinancial.jar

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

   Connect using the API Token

   You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

   1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
   2. Select the application that you would like to create a token for. You may need to create an application first.
   3. Click the "Create token" button to generate an APIToken.

   Connect using OAuth

   If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

3. Set URL to the connection string, e.g., jdbc:wavefinancial:InitiateOAuth=GETANDREFRESH
4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Wave Financial

To browse through the Wave Financial entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example: SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'

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