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PowerShell Scripting to Replicate OFX Data to MySQL

Write a simple PowerShell script to replicate OFX data to a MySQL database.

The CData Cmdlets for OFX offer live access to OFX data from within PowerShell. Using PowerShell scripts, you can easily automate regular tasks like data replication. This article will walk through using the CData Cmdlets for OFX and the CData Cmdlets for MySQL in PowerShell to replicate OFX data to a MySQL database.

After obtaining the needed connection properties, accessing OFX data in PowerShell and preparing for replication consists of four basic steps.

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.

Collecting OFX Data

  1. Install the module:

    Install-Module OFXCmdlets
  2. Connect to OFX:

    $ofx = Connect-OFX -OFXUser $OFXUser -OFXPassword $OFXPassword -FIID $FIID
  3. Retrieve the data from a specific resource:

    $data = Select-OFX -Connection $ofx -Table "InvBalances"

    You can also use the Invoke-OFX cmdlet to execute pure SQL-92 statements:

    $data = Invoke-OFX -Connection $ofx -Query 'SELECT * FROM InvBalances WHERE ServiceType = @ServiceType' -Params @{'@ServiceType'='CREDITCARD'}
  4. Save a list of the column names from the returned data.

    $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name

Inserting OFX Data into the MySQL Database

With the data and column names collected, you are ready to replicate the data into a MySQL database.

  1. Install the module:

    Install-Module MySQLCmdlets
  2. Connect to MySQL, using the server address and port of the MySQL server, valid user credentials, and a specific database with the table in which the data will be replicated:

    $mysql = Connect-MySQL -User $User -Password $Password -Database $Database -Server $Server -Port $Port
  3. Loop through the OFX data, store the values, and use the Add-MySQL cmdlet to insert the data into the MySQL database, one row at a time. In this example, the table will need to have the same name as the OFX resource (InvBalances) and to exist in the database.

    $data | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "InvBalances" -Columns $columns -Values $values }

You have now replicated your OFX data to a MySQL database. This gives you freedom to work with OFX data in the same way that you work with other MySQL tables, whether that is performing analytics, building reports, or other business functions.

Notes

  • Once you have connected to OFX and MySQL in PowerShell, you can pipe command results to perform the replication in a single line:

    Select-OFX -Connection $ofx -Table "InvBalances" | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "InvBalances" -Columns $columns -Values $values }
  • If you wish to replicate the OFX data to another database using another PowerShell module, you will want to exclude the Columns, Connection, and Table columns from the data returned by the Select-OFX cmdlet since those columns are used to help pipe data from one CData cmdlet to another:

    $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name | ? {$_ -NotIn @('Columns','Connection','Table')}