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Replicate Multiple OFX Accounts

Replicate multiple OFX accounts to one or many databases.

CData Sync for OFX is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple OFX connections. In this article we show how to use the CLI to replicate multiple OFX accounts.

Configure OFX Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple OFX accounts, use multiple configuration files. Below is an example configuration to replicate OFX to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?> <CDataSync> <DatabaseType>SQLite</DatabaseType> <DatabaseProvider>System.Data.SQLite</DatabaseProvider> <ConnectionString>OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;</ConnectionString> <ReplicateAll>False</ReplicateAll> <NotificationUserName></NotificationUserName> <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString> <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime> <TaskSchedulerInterval>Never</TaskSchedulerInterval> </CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?> <CDataSync> <DatabaseType>SQLite</DatabaseType> <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider> <ConnectionString>OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;</ConnectionString> <ReplicateAll>False</ReplicateAll> <NotificationUserName></NotificationUserName> <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString> </CDataSync>

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 Queries for Each OFX Instance

Sync enables you to control replication with standard SQL. 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. 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:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_InvBalances SELECT * FROM InvBalances

Alternatively, you can use a different schema:

REPLICATE PROD.InvBalances SELECT * FROM InvBalances

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

OFXSync.exe -g MyProductionOFXConfig.xml -f MyProductionOFXSync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar OFXSync.jar -g MyProductionOFXConfig.xml -f MyProductionOFXSync.sql