Build Semantic Layer Views for QuickBooks Online Data in APOS Live Data Gateway



Use the CData Connect Cloud and APOS Live Data Gateway to build Semantic Layer Views for QuickBooks Online data.

APOS Live Data Gateway (LDG) serves as a data connection and data transformation solution, facilitating live data connectivity and broadening data source possibilities for SAP Analytics Cloud and other SAP solutions. When integrated with CData Connect Cloud, users have the capability to construct semantic layer views for real-time access to QuickBooks Online data, enabling real-time analytics on QuickBooks Online in a manner akin to working with a relational database.

CData Connect Cloud offers a dedicated SQL Server interface for QuickBooks Online, enabling data querying directly from QuickBooks Online without the need to replicate data to a native database. With pre-optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, directly to QuickBooks Online. This harnesses server-side processing to swiftly retrieve the requested QuickBooks Online data.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Configure QuickBooks Online Connectivity for APOS Live Data Gateway

Connectivity to QuickBooks Online from APOS Live Data Gateway is made possible through CData Connect Cloud. To work with QuickBooks Online data from APOS Live Data Gateway, we start by creating and configuring a QuickBooks Online connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "QuickBooks Online" from the Add Connection panel
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connecting to QuickBooks Online & Creating a Semantic Layer View

After configuring the connection in CData Connect Cloud you are ready to connect to QuickBooks Online in the Live Data Gateway Admin tool and build a semantic layer view in the Live Data Gateway Web UI.

Configuring the Connection to QuickBooks Online

  1. Log into your APOS Live Data Gateway Manager
  2. If you haven't already, update your APOS LDG license file
    1. Click File -> Configurations
    2. Click on the "..." Menu for the License
    3. Select the license file from the APOS team that includes your CData Connect Cloud license
  3. In the APOS Live Data Gateway Manager, click "Add"
  4. In the APOS Live Data Gateway On the Connection tab, configure the connection:
    • Set Data Source to "Database"
    • Set Database to "JDBC Generic"
    • Set Connection String to a connection string similar to the following, using the name of the connection you configured earlier, e.g. jdbc:sqlserver://tds.cdata.com:14333;databaseName=QuickBooksOnline1
    • Set Driver Class to "com.CData.connect.Driver" (this should be set by default)
  5. Click Test Connection
  6. Click Save
  7. Give your connection a unique prefix (e.g. "quickbooksonline")
  8. Highlight the newly created connection and click File -> "Approve Users For Web UI"
  9. Approve the appropriate DB users to create views and click "Save"

At this point, we are ready to build our semantic layer view in the Live Data Gateway Web UI.

Creating a Semantic Layer View

  1. In your browser, navigate to the APOS Live Data Gateway Portal
  2. Select a Connection (e.g. "quickbooksonline")
  3. Set User Name and Password to your Connect Cloud username and PAT .
  4. Click "Login"
  5. Once connected, click "Semantic Layer" to create a new semantic layer view
  6. Click "New Semantic Layer View"
  7. Set the Semantic Layer View Prefix and Semantic Layer View Name
  8. Click "Step 2"
  9. Select the table(s) and column(s) you wish to include in your view
  10. Click "Step 3"
  11. Select the Measures from the available table columns
  12. Click "Step 5" (we skipped the "Extra Dimensions" step)
  13. Add any Variable Prompts
  14. Click "Step 6"
  15. Define any Table Joins
  16. Click "Review"
  17. Review you semantic layer view and click "Save"

With the Semantic Layer View created, you are ready to access your QuickBooks Online data through the APOS Live Data Gateway, enabling real-time data connectivity to QuickBooks Online data from SAP Analytics Cloud and other SAP solutions.

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