Connect to Harvest Data in Airbyte ELT Pipelines

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to build ELT pipelines for Harvest data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Harvest data. This article illustrates the process of connecting to Harvest through Connect AI and constructing ELT pipelines for Harvest data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Harvest, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Harvest. This harnesses server-side processing to swiftly retrieve the desired Harvest data.

Configure Harvest Connectivity for Airbyte

Connectivity to Harvest from Airbyte is made possible through CData Connect AI. To work with Harvest data from Airbyte, we start by creating and configuring a Harvest connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Harvest" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Harvest.

    Start by setting the Profile connection property to the location of the Harvest Profile on disk (e.g. C:\profiles\Harvest.apip). Next, set the ProfileSettings connection property to the connection string for Harvest (see below).

    Harvest API Profile Settings

    To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.

    Using Token Authentication

    To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.

    Using OAuth Authentication

    First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.

    After setting the following connection properties, you are ready to connect:

    • ProfileSettings: Set your AccountId in ProfileSettings.
    • AuthScheme: Set this to OAuth.
    • OAuthClientId: Set this to the client ID that you specified in your app settings.
    • OAuthClientSecret: Set this to the client secret that you specified in your app settings.
    • CallbackURL: Set this to the Redirect URI that you specified in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.
    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Harvest Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Personal Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Harvest data from Airbyte.

Connect to Harvest from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

  1. Log in to your Airbyte account Logging into Airbyte
  2. On the left panel, click Sources, then Add New Source
    • Set Source Type to MSSQL Server to connect the TDS endpoint
    • Set Source Name
    • Set Host URL to tds.cdata.com
    • Set Port to 14333
    • Set Database to the name of the connection you previously configured, e.g. API1.
    • Set Username to your Connect AI username
    • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
    • (Optional) Set Schema to anything you want to apply to the source
    • Set Password to your Connect AI PAT
    • (Optional) Enter any needed JBDC URL Params
  3. Click Test and Save to create the data source.
Configuring the connection to Connect AI

Create ELT Pipelines for Harvest Data

To connect Harvest data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

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