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

Integrate Exact Online Data in Your Informatica Cloud Instance



Use CData JDBC drivers with the Informatica Cloud Secure Agent to access live Exact Online data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Exact Online, you get live access to Exact Online data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Exact Online through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Exact Online data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Exact Online JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Exact Online through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData Exact Online Connection)
  • Type: Select "JDBC_IC (Informatica Cloud)"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for Exact Online. Your URL will look similar to the following:

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

    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.

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData[product_name]\)
  • Driver Class: Set this to cdata.jdbc.exactonline.ExactOnlineDriver
  • Username: Set this to a placeholder value (since Exact Online does not require a username)
  • Password: Set this to a placeholder value (since Exact Online does not require a password)

Create a Mapping for Exact Online Data

With the connection to Exact Online configured, we can now access Exact Online data in any Informatica process. The steps below walk through creating a mapping for Exact Online to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the Exact Online table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Exact Online data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Exact Online and start working with your live Exact Online data in Informatica Cloud today.