Integrate QuickBooks Online Data in Pentaho Data Integration

The CData JDBC Driver for QuickBooks Online enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to QuickBooks Online data as a JDBC data source and build jobs and transformations based on QuickBooks Online data in Pentaho Data Integration.

Getting Started

---

Configure to QuickBooks Online Connectivity

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBooks Online JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

Fill in the connection properties and copy the connection string to the clipboard.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

Save your connection string for use in Pentaho Data Integration.

Connect to QuickBooks Online from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for QuickBooks Online

1. Click "General"
2. Set Connection name (e.g. QuickBooks Online Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your QuickBooks Online connection string (e.g.
   jdbc:quickbooksonline:InitiateOAuth=GETANDREFRESH
6. Set Custom driver class name to "cdata.jdbc.quickbooksonline.QuickBooksOnlineDriver"
7. Test the connection and click "OK" to save.

Create a Data Pipeline for QuickBooks Online

Once the connection to QuickBooks Online is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your QuickBooks Online connection.
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views.
4. Select a table and optionally preview the data for verification.

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for QuickBooks Online and start working with your live QuickBooks Online data in Pentaho Data Integration today.