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Access OFX Data with Entity Framework 6

This article shows how to access OFX data using an Entity Framework code-first approach. Entity Framework 6 is available in .NET 4.5 and above.

Entity Framework is an object-relational mapping framework that can be used to work with data as objects. While you can run the ADO.NET Entity Data Model wizard in Visual Studio to handle generating the Entity Model, this approach, the model-first approach, can put you at a disadvantage if there are changes in your data source or if you want more control over how the entities operate. In this article you will complete the code-first approach to accessing OFX data using the CData ADO.NET Provider.

  1. Open Visual Studio and create a new Windows Form Application. This article uses a C# project with .NET 4.5.
  2. Run the command 'Install-Package EntityFramework' in the Package Manger Console in Visual Studio to install the latest release of Entity Framework.
  3. Modify the App.config file in the project to add a reference to the OFX Entity Framework 6 assembly and the connection string.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

    <configuration> ... <connectionStrings> <add name="OFXContext" connectionString="Offline=False;OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;" providerName="System.Data.CData.OFX" /> </connectionStrings> <entityFramework> <providers> ... <provider invariantName="System.Data.CData.OFX" type="System.Data.CData.OFX.OFXProviderServices, System.Data.CData.OFX.Entities.EF6" /> </providers> <entityFramework> </configuration> </code>
  4. Add a reference to System.Data.CData.OFX.Entities.EF6.dll, located in the lib -> 4.0 subfolder in the installation directory.
  5. Build the project at this point to ensure everything is working correctly. Once that's done, you can start coding using Entity Framework.
  6. Add a new .cs file to the project and add a class to it. This will be your database context, and it will extend the DbContext class. In the example, this class is named OFXContext. The following code example overrides the OnModelCreating method to make the following changes:
    • Remove PluralizingTableNameConvention from the ModelBuilder Conventions.
    • Remove requests to the MigrationHistory table.
    using System.Data.Entity; using System.Data.Entity.Infrastructure; using System.Data.Entity.ModelConfiguration.Conventions; class OFXContext : DbContext { public OFXContext() { } protected override void OnModelCreating(DbModelBuilder modelBuilder) { // To remove the requests to the Migration History table Database.SetInitializer<OFXContext>(null); // To remove the plural names modelBuilder.Conventions.Remove<PluralizingTableNameConvention>(); } }
  7. Create another .cs file and name it after the OFX entity you are retrieving, for example, InvBalances. In this file, define both the Entity and the Entity Configuration, which will resemble the example below: using System.Data.Entity.ModelConfiguration; using System.ComponentModel.DataAnnotations.Schema; [System.ComponentModel.DataAnnotations.Schema.Table("InvBalances")] public class InvBalances { [System.ComponentModel.DataAnnotations.Key] public System.String Id { get; set; } public System.String Amount { get; set; } }
  8. Now that you have created an entity, add the entity to your context class: public DbSet<InvBalances> InvBalances { set; get; }
  9. With the context and entity finished, you are now ready to query the data in a separate class. For example: OFXContext context = new OFXContext(); context.Configuration.UseDatabaseNullSemantics = true; var query = from line in context.InvBalances select line;