Ready to get started?

Learn more about CData Cloud Hub or sign up for a free trial:

Learn More

Integrate Live OFX Data into Custom Business Apps Built in PowerApps

Use the CData Cloud Hub to create a virtual SQL Server Database for OFX data and integrate live OFX data into apps built in Microsoft PowerApps.

PowerApps 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 the CData Cloud Hub, you get instant, cloud-to-cloud access to OFX data from the apps you build using PowerApps. This article shows how to connect the Cloud Hub from PowerApps and build an app based on live OFX data.

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

Create a Virtual SQL Database for OFX Data

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

  1. Login to 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.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate OFX data into your PowerApps, you need a new SQL Server connection:

  1. Log in to PowerApps
  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 Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual OFX database you created earlier (like ofxdb)
    • Set the Username and Password and click Create

Building a Data-Centric App for OFX Data

With the connection to the Cloud Hub configured, you are ready to integrate live OFX data into the apps you build in PowerApps.

  1. Log in to PowerApps
  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 access to live OFX data that you can save and publish for use within your organization.

SQL Access to OFX Data from Cloud Applications

Now you have a direct connection to live OFX data from Microsoft PowerApps. You can create more connections and apps to drive business — all without replicating OFX data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.