Automated Continuous Wave Financial Replication to PostgreSQL



Use CData Sync for automated, continuous, customizable Wave Financial replication to PostgreSQL.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Wave Financial data into your PostgreSQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure PostgreSQL as a Replication Destination

Using CData Sync, you can replicate Wave Financial data to PostgreSQL. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select PostgreSQL as a destination.
  3. Enter the necessary connection properties. To connect to PostgreSQL, set the following connection properties (CData Sync ships with the Npgsql ADO.NET Provider for PostgreSQL):
    • Server: The address of the server hosting the PostgreSQL database.
    • Port: The port used to connect to the server hosting the PostgreSQL database.
    • User: The user ID provided for authentication with the PostgreSQL database.
    • Password: The password provided for authentication with the PostgreSQL database.
    • Database: The name of the database.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the Wave Financial Connection

You can configure a connection to Wave Financial from the Connections tab. To add a connection to your Wave Financial account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Wave Financial).
  3. Configure the connection properties.

    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.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Wave Financial data to PostgreSQL.

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