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Integrate OFX Data in Your Informatica Cloud Instance

Use the CData JDBC Driver for OFX with the Informatica Cloud Secure Agent to access live OFX data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for OFX, you get live access to OFX data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to OFX through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the OFX data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the OFX JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to OFX through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData OFX Connection)
  • Type: Select "JDBC_IC (Informatica Cloud)"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for OFX. Your URL will look similar to the following:

    jdbc:ofx:OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;

    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.

    Built-In Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the OFX JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

    java -jar cdata.jdbc.ofx.jar

    Fill in the connection properties and copy the connection string to the clipboard.

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData\CData JDBC Driver for OFX\)
  • Driver Class: Set this to cdata.jdbc.ofx.OFXDriver
  • Username: Set this to the username for OFX
  • Password: Set this to the password for OFX

Create a Mapping for OFX Data

With the connection to OFX configured, we can now access OFX data in any Informatica process. The steps below walk through creating a mapping for OFX to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the OFX table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live OFX data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for OFX and start working with your live OFX data in Informatica Cloud today.