Learn more
 

Ready to get started?

Download a free trial of the Certinia ODBC Driver to get started:

 Download Now

Learn more:

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.

In this article

Related articles

Viewing Certinia Data in RAD Studio Data Explorer


How to view Certinia data in RAD Studio Data Explorer using the CData ODBC Driver for Certinia.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Certinia, you gain access to live Certinia data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Certinia data. This article will walk through connecting to Certinia using the Data Explorer.

Configure a Connection to Certinia

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connecting to Certinia Data Using Data Explorer

You can create a simple application for displaying Certinia data by utilizing the CData FireDAC Components for Certinia and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click the ODBC Data Source node in the Data Explorer.
  3. Click Add New Connection.
  4. Enter a name for the connection.
  5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Certinia.
  6. Back in the Data Explorer, expand the tables for the connection.

  7. Create a new VCL Forms application and drag a table (for example: Account) onto the form.

  8. Select the AccountTable object on the form and set the Active property to true.

  9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  10. Arrange the TStringGrid on the form and run the application to see the Account data.