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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.

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Connect to Certinia Data from PowerBuilder


This article demonstrates how to use the CData ODBC Driver for Certinia to connect to Certinia data and execute queries in PowerBuilder.

The CData ODBC Driver for Certinia can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Certinia data and execute queries from the Database Painter and controls such as the DataWindow.

Connect to Certinia as an ODBC Data Source

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.

Create a Profile for the ODBC Driver for Certinia

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Certinia. In the Database Painter, you can use wizards and the UI to work with Certinia data.

  1. In PowerBuilder, click Tools -> Database Painter.
  2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
  3. On the Connection tab, enter a name for the profile and select the Certinia DSN in the Data Source menu.
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Certinia Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Certinia data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC" SQLCA.DBParm = "ConnectString='DSN=CData Certinia Source'" CONNECT USING SQLCA; dw_account.SetTransObject(SQLCA); dw_account.Retrieve();