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CData Connect Server

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Integrate Live Money Forward Expense Data into Custom Business Apps Built in Power Apps


Use CData Connect Server to create a virtual SQL Server Database for Money Forward Expense data and integrate live Money Forward Expense data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile — without the time and expense of custom software development. When paired with CData Connect Server, you get instant access to Money Forward Expense data from the apps you build using Power Apps. This article shows how to connect to Connect Server from Power Apps and build an app based on live Money Forward Expense data.

CData Connect Server provides a pure SQL interface for Money Forward Expense, allowing you to easily integrate with live Money Forward Expense data in Power Apps — without replicating the data. CData Connect Server looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Money Forward Expense, leveraging server-side processing to quickly return Money Forward Expense data.

Create a Virtual SQL Database for Money Forward Expense Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Server and click Connections.
  2. Select "Money Forward Expense" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Money Forward Expense.

    In order to authenticate, specify the following:

    • OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
    • OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
    • Office Id: The Id of the MoneyForward Expense office. This is required for most queries.

    For more information on obtaining the OAuth properties, refer to the Help documentation

    .
  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Server

To use Connect Server to integrate Money Forward Expense data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Connect Server instance (CONNECT_SERVER_URL)
    • Set SQL database name to the name of the virtual Money Forward Expense database you created earlier (like moneyforwardexpensedb)
    • Set the Username and Password and click Create

Building a Data-Centric App for Money Forward Expense Data

With the connection to Connect Server configured, you are ready to integrate live Money Forward Expense data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create, hover over "Start from data" and click Make this app
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen

At this point, you have an app with read and write access to live Money Forward Expense data that you can save and publish for use within your organization.

SQL Access to Money Forward Expense Data from Applications

Now you have a direct connection to live Money Forward Expense data from Microsoft Power Apps. You can create more connections and apps to drive business — all without replicating Money Forward Expense data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.