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Replicate Multiple OFX Accounts

Replicate multiple OFX accounts to one or many databases.

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple OFX connections. In this article we show how to use the web app to replicate multiple OFX accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate OFX data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
  3. Enter the necessary connection properties. To replicate OFX to a SQLite database, enter a file path in the Data Source box.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure OFX Connections

You can configure connections to OFX from the Connections tab. To add a connection to one of your OFX accounts, navigate to the Connections tab. For each OFX account you wish to replicate, do the following:

  1. Click Add Connection.
  2. Select a source (OFX).
  3. Configure the connection properties.

    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.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Queries for Each OFX Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the OFX API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of OFX data:

REPLICATE InvBalances;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple OFX accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement:

    REPLICATE PROD_InvBalances SELECT * FROM InvBalances;
  • Alternatively, use a different schema:

    REPLICATE PROD.InvBalances SELECT * FROM InvBalances;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different OFX accounts.