Connect to OFX Data in DBeaver



OFX 連携ソリューション

Manage OFX data with visual tools in DBeaver like the query browser.

The CData JDBC Driver for OFX implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to OFX data with wizards in DBeaver and browse data in the DBeaver GUI.

Create a JDBC Data Source for OFX Data

Follow the steps below to load the driver JAR in DBeaver.

  1. Open the DBeaver application and, in the Databases menu, select the Driver Manager option. Click New to open the Create New Driver form.
  2. In the Driver Name box, enter a user-friendly name for the driver.
  3. To add the .jar, click Add File.
  4. In the create new driver dialog that appears, select the cdata.jdbc.ofx.jar file, located in the lib subfolder of the installation directory.
  5. Click the Find Class button and select the OFXDriver class from the results. This will automatically fill the Class Name field at the top of the form. The class name for the driver is cdata.jdbc.ofx.OFXDriver.
  6. Add jdbc:ofx: in the URL Template field.

Create a Connection to OFX Data

Follow the steps below to add credentials and other required connection properties.

  1. In the Databases menu, click New Connection.
  2. In the Create new connection wizard that results, select the driver.
  3. On the next page of the wizard, click the driver properties tab.
  4. Enter values for authentication credentials and other properties required to connect to OFX.

    Authentication セクションのOFXUser およびOFXPassword プロパティを、有効なOFX ユーザークレデンシャルに設定する 必要があります。これに加えて、FIURL、FIOrganizationName、およびFIID を設定することが必要です。 これは、financial インストール固有のものになります。さらに、OFXVersion、ApplicationVersion、ApplicationId を含む、 アプリケーション固有の設定も必要です。

    一部のサービスへの接続には、AccountId、AccountType、BankId、BrokerId、およびCCNumber など追加のアカウント情報を指定する必要があります。

    Below is a typical connection string:


Query OFX Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click Edit Table. The data is available on the Data tab.