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Connect to OFX Data in IntelliJ

Integrate connectivity to OFX data with wizards in IntelliJ.

The CData JDBC Driver for OFX enables you to access OFX as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to OFX data in IntelliJ.

Create a JBDC Data Source for OFX

Follow the steps below to add the driver JAR and define connection properties required to connect to OFX data.

  1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.
  2. In the Data Source Properties dialog that appears, the following properties are required:

    • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.ofx.jar, located in the installation directory.
    • JDBC Driver Class: In this menu, select cdata.jdbc.ofx.OFXDriver from the list.
    • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:ofx: and includes connection properties separated with semicolons.

      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.

      A typical JDBC URL is the following:

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

Edit and Save OFX Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor.