Connect to Exact Online Data in CloverDX (formerly CloverETL)

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Exact Online JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Exact Online account data including Contacts, Opportunities, Accounts, and more!



Transfer Exact Online data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Exact Online enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Exact Online as sources and destinations. In this article, you will use the JDBC Driver for Exact Online to set up a simple transfer into a flat file. The CData JDBC Driver for Exact Online enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Exact Online as sources and destinations. In this article, you will use the JDBC Driver for Exact Online to set up a simple transfer into a flat file.

Connect to Exact Online as a JDBC Data Source

  1. Create the connection to Exact Online data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.exactonline.jar file.
  3. Enter the JDBC URL.

    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.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.exactonline.jar

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

    A typical JDBC URL is below:

    jdbc:exactonline:Region='United States';Division=5512;InitiateOAuth=GETANDREFRESH

Query Exact Online Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Exact Online JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Name, CreditLinePurchase FROM Accounts

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Accounts table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.