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Certinia Icon Certinia ODBC Driver

The Certinia ODBC Driver is a powerful tool that allows you to connect with live data from Certinia, directly from any applications that support ODBC connectivity.

Access Certinia data like you would a database - read, write, and update Certinia Invoices, Expenses, Accounts, etc. through a standard ODBC Driver interface.

Access Certinia Data from MySQL in PHP



Connect to Certinia through the standard MySQL libraries in PHP.

You can use the CData SQL Gateway and ODBC Driver for Certinia to access Certinia data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to connect to Certinia data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

Connect to Certinia Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on certinia.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Certinia data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Creating a MySQL Remoting Service in SQL Gateway (Salesforce is shown)

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

  • Host: Specify the remote host location where the service is running. In this case "localhost" is used for the remote host setting since the service is running on the local machine.
  • Username: Specify the username for a user you authorized on the SQL Gateway's Users tab.
  • Password: Specify the password for the authorized user account.
  • Database Name: Specify the system DSN as the database name.
  • Port: Specify the port the service is running on; port 3306 in this example.

mysqli

<?php
$mysqli = new mysqli("localhost", "user", "password", "CData Certinia Sys","3306");
?>

PDO

<?php
$pdo = new PDO('mysql:host=localhost;dbname=CData Certinia Sys;port=3306', 'user', 'password');
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

  1. Query the table; for example, Account. The results will be stored as an associative array in the $result object.
  2. Iterate over each row and column, printing the values to display in the PHP page.
  3. Close the connection.

mysqli

$result = $mysqli->query("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$result = null;
$pdo = null;