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Natively Connect to OFX Data in PHP

The CData ODBC driver for OFX enables you to create PHP applications with connectivity to OFX data. Leverage the native support for ODBC in PHP.

Drop the CData ODBC Driver for OFX into your LAMP or WAMP stack to build OFX-connected Web applications. This article shows how to use PHP's ODBC built-in functions to connect to OFX data, execute queries, and output the results.

Configure a DSN

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Establish a Connection

Open the connection to OFX by calling the odbc_connect or odbc_pconnect methods. To close connections, use odbc_close or odbc_close_all.

$conn = odbc_connect("CData ODBC OFX Source","user","password");

Connections opened with odbc_connect are closed when the script ends. Connections opened with the odbc_pconnect method are still open after the script ends. This enables other scripts to share that connection when they connect with the same credentials. By sharing connections among your scripts, you can save system resources, and queries execute faster.

$conn = odbc_pconnect("CData ODBC OFX Source","user","password"); ... odbc_close($conn); //persistent connection must be closed explicitly

Create Prepared Statements

Create prepared statements and parameterized queries with the odbc_prepare function.

$query = odbc_prepare($conn, "SELECT * FROM InvBalances WHERE ServiceType = ?");

Execute Queries

Execute prepared statements with odbc_execute.

$conn = odbc_connect("CData ODBC OFX Source","user","password"); $query = odbc_prepare($conn, "SELECT * FROM InvBalances WHERE ServiceType = ?"); $success = odbc_execute($query, array('CREDITCARD'));

Execute nonparameterized queries with odbc_exec.

$conn = odbc_connect("CData ODBC OFX Source","user","password"); $query = odbc_exec($conn, "SELECT Id, Amount FROM InvBalances");

Process Results

Access a row in the result set as an array with the odbc_fetch_array function.

$conn = odbc_connect("CData ODBC OFX data Source","user","password"); $query = odbc_exec($conn, "SELECT Id, Amount FROM InvBalances"); while($row = odbc_fetch_array($query)){ echo $row["Id"] . "\n"; }

Display the result set in an HTML table with the odbc_result_all function.

$conn = odbc_connect("CData ODBC OFX data Source","user","password"); $query = odbc_prepare($conn, "SELECT * FROM InvBalances WHERE ServiceType = ?"); $success = odbc_execute($query, array('CREDITCARD')); if($success) odbc_result_all($query);

More Example Queries

You will find complete information on the driver's supported SQL in the help documentation. The code examples above are OFX-specific adaptations of the PHP community documentation for all ODBC functions.