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Create OFX-Connected Business Apps in AppSheet

Use the CData Cloud Hub to connect to OFX from AppSheet and build custom business apps using live OFX data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to OFX data for business applications. This article shows how to create a virtual database for OFX in Cloud Hub and build a simple app from OFX data in AppSheet.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for OFX, allowing you to build reports from live OFX data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to OFX, leveraging server-side processing to quickly return the requested OFX data.

Create a Virtual MySQL Database for OFX Data

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

  1. Log into Cloud Hub and click Databases.
  2. Select "OFX" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to OFX.

    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.

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

With the virtual database created, you are ready to connect to OFX data from AppSheet.

Connect to OFX in AppSheet

The steps below outline connecting to the CData Cloud Hub from AppSheet to create a new OFX data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, OFX1
    • Username: a Cloud Hub user with permissions for the database
    • Password: the password for the Cloud Hub user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for OFX, you can start building apps on OFX data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 150+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.