Using the CData ODBC Driver for Brex in PyCharm

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Brex as an ODBC data source in PyCharm using the CData ODBC Driver for Brex.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Brex from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Brex as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Brex

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

Start by setting the Profile connection property to the location of the Brex Profile on disk (e.g. C:\profiles\Brex.apip). Next, set the ProfileSettings connection property to the connection string for Brex (see below).

Brex API Profile Settings

Register your application in the Brex Developer Portal at dashboard.brex.com to obtain a Client ID and Client Secret.

Below is the syntax for a DSN:

[CData API Source]
Driver = CData ODBC Driver for Brex
Description = My Description
Profile = C:\profiles\Brex.apip
Authscheme = OAuth
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
CallbackUrl = your_callback_url

Execute SQL to Brex

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for API};Profile = C:\profiles\Brex.apip;Authscheme = OAuth;OAuthClientId = your_client_id;OAuthClientSecret = your_client_secret;CallbackUrl = your_callback_url;')
cursor = cnxn.cursor()
cursor.execute("SELECT Id, SourceId FROM AccountingRecords WHERE ReviewStatus = 'pending'")
rows = cursor.fetchall()
for row in rows:
  print(row.Id, row.SourceId)

After connecting to Brex in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Brex data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].

Ready to get started?

Connect to live data from Brex with the API Driver

Connect to Brex