Query OFX Data in MySQL Workbench

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CData Connect

Create a virtual MySQL database for OFX data in CData Connect (or Connect Cloud) and work with live OFX data in MySQL Workbench.

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Cloud), you get live access to OFX data as if it were a MySQL database. This article shows how to create a virtual database for OFX in Connect and work with live OFX data in MySQL Workbench.

Create a Virtual MySQL Database for OFX Data

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

  1. Login to Connect 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 from MySQL Workbench.

Query OFX from MySQL Workbench

The steps below outline connecting to the virtual OFX database in Connect from MySQL Workbench and issuing basic queries to work with live OFX data.

Connect to OFX through Connect

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData Connect).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query OFX Data

  1. Open the connection you just created (CData Connect).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve OFX data, like SELECT * FROM ofxdb.InvBalances;

With access to live OFX data from MySQL Workbench, you can easily query and update OFX, just like you would a MySQL database. Request a demo of the CData Connect and start working with OFX as a cloud-based MySQL database today.