We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →Create Data Visualizations Based On QuickBooks Online Data in Mode
Use CData Connect Cloud to connect to QuickBooks Online Data from Mode and build visualizations using live QuickBooks Online data.
Mode is a collaborative data platform that combines SQL, R, Python, and visual analytics in one place. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to QuickBooks Online data for use in data visualizations. This article shows how to connect to QuickBooks Online in Connect Cloud, connect to QuickBooks Online data in Mode, and create a simple visualization using that data.
CData Connect Cloud provides a pure cloud-to-cloud interface for QuickBooks Online, allowing you to build data visualizations from live QuickBooks Online data in Mode — without replicating the data to a natively supported database. In order to create visualizations, users write SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to QuickBooks Online, leveraging server-side processing to quickly return 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 Mode
Connectivity to QuickBooks Online from Mode is made possible through CData Connect Cloud. To work with QuickBooks Online data from Mode, we start by creating and configuring a QuickBooks Online connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
-
QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
- 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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to QuickBooks Online data from Mode.
Connect to QuickBooks Online in Mode
The steps below outline connecting to CData Connect Cloud from Mode to create a new QuickBooks Online data source.
- Log-in to Mode
- In the top-left corner of the screen, click the down-arrow next to your name and select Connect a Database...
- On the next screen, select Microsoft SQL Server.
- Enter the Microsoft SQL Server credentials:
- Display Name: the name for the connection.
- Host/Port: enter tds.cdata.com in the Host field and 14333 in the Port field.
- Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, QuickBooksOnline1).
- Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
- Password: enter the PAT you generated on the Settings page
- At the bottom of the page, click Connect to ensure that you can connect to CData Connect Cloud.
- Upon success, the following screen appears.
Your connection is now available for use in Mode. To connect to additional data sources from your CData Connect Cloud account, repeat the setup steps above, changing the value for Database for each data source.
Creating A Mode Visualization
To create a visualization in Mode, follow these steps:
- On the current screen, click New Report. The SQL query text editor appears.
Enter the following query:
SELECT * FROM [QuickBooksOnline].[Customers];
Click Run. The app now shows the query result: - Running the query activates the New Chart tab. Click this tab and select Pie Chart.
- Now, drop a dimension in the Color section and a measure in the Angle section.
We have now created a visualization of QuickBooks Online data in Mode using CData Connect Cloud!
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!