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CData Sync

Replicate Multiple Exact Online Accounts



Replicate multiple Exact Online accounts to one or many databases.

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Exact Online connections. In this article we show how to use the web app to replicate multiple Exact Online accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate Exact Online data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
  3. Enter the necessary connection properties. To replicate Exact Online to a SQLite database, enter a file path in the Data Source box.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Exact Online Connections

You can configure connections to Exact Online from the Connections tab. To add a connection to one of your Exact Online accounts, navigate to the Connections tab. For each Exact Online account you wish to replicate, do the following:

  1. Click Add Connection.
  2. Select a source (Exact Online).
  3. Configure the connection properties.

    Exact Online uses the OAuth authentication standard. You can 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.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Queries for Each Exact Online Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Exact Online API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Exact Online data:

REPLICATE Accounts;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Exact Online accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement:

    REPLICATE PROD_Accounts SELECT * FROM Accounts;
  • Alternatively, use a different schema:

    REPLICATE PROD.Accounts SELECT * FROM Accounts;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different Exact Online accounts.