Connect to Live TaxJar Data in PostGresSQL Interface through CData Connect AI

There are a vast number of PostgreSQL clients available on the Internet. PostgreSQL is a popular interface for data access. When you pair PostgreSQL with CData Connect AI, you gain database-like access to live TaxJar data from PostgreSQL. In this article, we walk through the process of connecting to TaxJar data in Connect AI and establishing a connection between Connect AI and PostgreSQL using a TDS foreign data wrapper (FDW).

CData Connect AI provides a pure SQL Server interface for TaxJar, allowing you to query data from TaxJar without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to TaxJar, leveraging server-side processing to return the requested TaxJar data quickly.

Connect to TaxJar in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "TaxJar" from the Add Connection panel

3. Enter the necessary authentication properties to connect to TaxJar.

   To authenticate to the TaxJar API, first obtain the API Key from the TaxJar UI.

   NOTE: the API is available only for Professional and Premium TaxJar plans.

   If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

   Additional Notes

   • By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
   • If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer documentation.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add TaxJar Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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.

With the connection configured and a PAT generated, you are ready to connect to TaxJar data from PostgreSQL.

Build the TDS Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The tds_fdw extension is used as an example (https://github.com/tds-fdw/tds_fdw).

1. You can clone and build the git repository via something like the following view source:

   
   sudo apt-get install git
   git clone https://github.com/tds-fdw/tds_fdw.git
   cd tds_fdw
   make USE_PGXS=1
   sudo make USE_PGXS=1 install
   

   Note: If you have several PostgreSQL versions and you do not want to build for the default one, first locate where the binary for pg_config is, take note of the full path, and then append PG_CONFIG= after USE_PGXS=1 at the make commands.
2. After you finish the installation, then start the server:

   
   sudo service postgresql start
   

3. Then go inside the Postgres database

   
   psql -h localhost -U postgres -d postgres
   

   Note: Instead of localhost you can put the IP where your PostgreSQL is hosted.

Connect to TaxJar data as a PostgreSQL Database and query the data!

After you have installed the extension, follow the steps below to start executing queries to TaxJar data:

1. Log into your database.
2. Load the extension for the database:

   
   CREATE EXTENSION tds_fdw;
   

3. Create a server object for TaxJar data:

   
   CREATE SERVER "TaxJar1" FOREIGN DATA WRAPPER tds_fdw OPTIONS (servername'tds.cdata.com', port '14333', database 'TaxJar1');
   

4. Configure user mapping with your email and Personal Access Token from your Connect AI account:

   
   CREATE USER MAPPING for postgres SERVER "TaxJar1" OPTIONS (username '[email protected]', password 'your_personal_access_token' );
   

5. Create the local schema:

   
   CREATE SCHEMA "TaxJar1";
   

6. Create a foreign table in your local database:

   
   #Using a table_name definition:
   
   CREATE FOREIGN TABLE "TaxJar1".Orders  (      
   id varchar,      
   UserID varchar)      
   SERVER "TaxJar1"
   OPTIONS(table_name 'TaxJar.Orders', row_estimate_method 'showplan_all');
   
   #Or using a schema_name and table_name definition:
   
   CREATE FOREIGN TABLE "TaxJar1".Orders (      
   id varchar,      
   UserID varchar)      
   SERVER "TaxJar1"
   OPTIONS (schema_name 'TaxJar', table_name 'Orders', row_estimate_method 'showplan_all');
   
   #Or using a query definition:
   
   CREATE FOREIGN TABLE  "TaxJar1".Orders (
   id varchar,      
   UserID varchar)      
   SERVER "TaxJar1"
   OPTIONS (query 'SELECT * FROM TaxJar.Orders', row_estimate_method 'showplan_all');
   
   #Or setting a remote column name:
   
   CREATE FOREIGN TABLE "TaxJar1".Orders (
   id varchar,
   col2 varchar OPTIONS (column_name 'UserID'))
   SERVER "TaxJar1"
   OPTIONS (schema_name 'TaxJar', table_name 'Orders', row_estimate_method 'showplan_all');
   

7. You can now execute read/write commands to TaxJar:

   
   SELECT id, UserID
   FROM "TaxJar1".Orders;
   

More Information & Free Trial

Now, you have created a simple query from live TaxJar data. For more information on connecting to TaxJar (and more than 200 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live TaxJar data in PostgreSQL.