Ready to get started?

Download a free trial of the Exact Online Data Provider to get started:

 Download Now

Learn more:

Exact Online Icon Exact Online ADO.NET Provider

Rapidly create and deploy powerful .NET applications that integrate with Exact Online account data including Accounts, Divisions, Opportunities, and more!

How to Access Exact Online Data Using Entity Framework



This article shows how to access Exact Online data using an Entity Framework code-first approach. Entity Framework 6 is available in .NET 4.5 and above.

Microsoft Entity Framework serves as an object-relational mapping framework for working with data represented as objects. Although Visual Studio offers the ADO.NET Entity Data Model wizard to automatically generate the Entity Model, this model-first approach may present challenges when your data source undergoes changes or when you require greater control over entity operations. In this article, we will delve into the code-first approach for accessing Exact Online data through the CData ADO.NET Provider, providing you with more flexibility and control.

  1. Open Visual Studio and create a new Windows Form Application. This article uses a C# project with .NET 4.5.
  2. Run the command 'Install-Package EntityFramework' in the Package Manger Console in Visual Studio to install the latest release of Entity Framework.
  3. Modify the App.config file in the project to add a reference to the Exact Online Entity Framework 6 assembly and the connection string.

    Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

    See the "Getting Started" chapter of the help documentation for more information.

    <configuration> ... <connectionStrings> <add name="ExactOnlineContext" connectionString="Offline=False;Region='United States';Division=5512;InitiateOAuth=GETANDREFRESH" providerName="System.Data.CData.ExactOnline" /> </connectionStrings> <entityFramework> <providers> ... <provider invariantName="System.Data.CData.ExactOnline" type="System.Data.CData.ExactOnline.ExactOnlineProviderServices, System.Data.CData.ExactOnline.Entities.EF6" /> </providers> <entityFramework> </configuration> </code>
  4. Add a reference to System.Data.CData.ExactOnline.Entities.EF6.dll, located in the lib -> 4.0 subfolder in the installation directory.
  5. Build the project at this point to ensure everything is working correctly. Once that's done, you can start coding using Entity Framework.
  6. Add a new .cs file to the project and add a class to it. This will be your database context, and it will extend the DbContext class. In the example, this class is named ExactOnlineContext. The following code example overrides the OnModelCreating method to make the following changes:
    • Remove PluralizingTableNameConvention from the ModelBuilder Conventions.
    • Remove requests to the MigrationHistory table.
    using System.Data.Entity; using System.Data.Entity.Infrastructure; using System.Data.Entity.ModelConfiguration.Conventions; class ExactOnlineContext : DbContext { public ExactOnlineContext() { } protected override void OnModelCreating(DbModelBuilder modelBuilder) { // To remove the requests to the Migration History table Database.SetInitializer<ExactOnlineContext>(null); // To remove the plural names modelBuilder.Conventions.Remove<PluralizingTableNameConvention>(); } }
  7. Create another .cs file and name it after the Exact Online entity you are retrieving, for example, Accounts. In this file, define both the Entity and the Entity Configuration, which will resemble the example below: using System.Data.Entity.ModelConfiguration; using System.ComponentModel.DataAnnotations.Schema; [System.ComponentModel.DataAnnotations.Schema.Table("Accounts")] public class Accounts { [System.ComponentModel.DataAnnotations.Key] public System.String Name { get; set; } public System.String CreditLinePurchase { get; set; } }
  8. Now that you have created an entity, add the entity to your context class: public DbSet<Accounts> Accounts { set; get; }
  9. With the context and entity finished, you are now ready to query the data in a separate class. For example: ExactOnlineContext context = new ExactOnlineContext(); context.Configuration.UseDatabaseNullSemantics = true; var query = from line in context.Accounts select line;