Integrate Acumatica Data in Pentaho Data Integration

The CData JDBC Driver for Acumatica enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Acumatica data as a JDBC data source and build jobs and transformations based on Acumatica data in Pentaho Data Integration.

Configure to Acumatica Connectivity

Set the following connection properties to connect to Acumatica:

• User: Set this to your username.
• Password: Set this to your password.
• Company: Set this to your company.
• Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
  For example: https://acumatica.com/entity/Default/17.200.001/

See the Getting Started guide in the CData driver documentation for more information.

Built-in Connection String Designer

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

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

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

Save your connection string for use in Pentaho Data Integration.

Connect to Acumatica from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Acumatica

1. Click "General"
2. Set Connection name (e.g. Acumatica Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Acumatica connection string (e.g.
   jdbc:acumatica:Url = https://try.acumatica.com/ISV/entity/Default/17.200.001/;User=user;Password=password;Company=CompanyName;
6. Set Custom driver class name to "cdata.jdbc.acumatica.AcumaticaDriver"
7. Test the connection and click "OK" to save.

Create a Data Pipeline for Acumatica

Once the connection to Acumatica is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Acumatica connection.
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views.
4. Select a table and optionally preview the data for verification.

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Acumatica and start working with your live Acumatica data in Pentaho Data Integration today.