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CData Connect Server

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Create Apps from Money Forward Expense Data in Qlik Sense Cloud


Use the CData Connect Server to create an OData API for Money Forward Expense data and build apps from live Money Forward Expense data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for Money Forward Expense and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Money Forward Expense. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Money Forward Expense data.

In this article, we walk through two connections:

  1. Connecting to Money Forward Expense in Connect Server
  2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to Money Forward Expense

To connect to Money Forward Expense data from Qlik Sense Cloud, you need to configure Money Forward Expense access from your Connect Server instance. This means creating a user, connecting to Money Forward Expense, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to Money Forward Expense from Qlik Sense Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Money Forward Expense from Connect Server

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

  1. Open 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 (SELECT is all that is required for Reveal)

Add Money Forward Expense OData Endpoints in Connect Server

After connecting to Money Forward Expense, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Money Forward Expense database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Money Forward Expense Data

With the connection to Money Forward Expense and OData endpoints created, we are ready to add Money Forward Expense data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Money Forward Expense table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/MoneyForwardExpense_Items?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Server for the Money Forward Expense data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Money Forward Expense data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Money Forward Expense data. For more information on creating OData feeds from Money Forward Expense (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Money Forward Expense data in Qlik Sense Cloud.