Create Interactive Metabase Dashboards that Work with TaxJar Data

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CData Connect



Use CData Connect to create a virtual MySQL database for TaxJar data and create an interactive dashboard in Metabase from TaxJar data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live TaxJar data. This article describes how to create a virtual database for TaxJar and build a simple visualization using TaxJar data.

CData Connect provides a pure SQL interface for TaxJar, allowing you to easily integrate with live TaxJar data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to TaxJar, leveraging server-side processing to quickly return TaxJar data.

Create a Virtual MySQL Database for TaxJar Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "TaxJar" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to TaxJar.

    To authenticate to the TaxJar API, you will need to 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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "TaxJar (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. TaxJar1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query TaxJar Data with Metabase

Once you configure the connection to CData Connect, you can query TaxJar and build visualizations.

  1. Use the "Write SQL" tool to retrieve the TaxJar data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT TransactionID, UserID FROM Orders WHERE TransactionID = '123'
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from TaxJar data in Metabase. You can continue to work with live TaxJar data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for TaxJar (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live TaxJar data in Metabase today.