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Query OFX Data in MySQL Workbench

Execute MySQL queries against live OFX data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for OFX to query OFX data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live OFX data in MySQL Workbench.

Connect to OFX Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to OFX data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Query OFX from MySQL Workbench

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

Connect to OFX through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for OFX).
  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 SQL Gateway for OFX).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve OFX data, like SELECT * FROM `CData OFX Sys`.InvBalances;

With access to live OFX data from MySQL Workbench, you can easily query and update OFX, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData ODBC Driver for OFX and the CData SQL Gateway.