How to pipe TaxJar Data to CSV in PowerShell

The CData Cmdlets Module for TaxJar is a standard PowerShell module offering straightforward integration with TaxJar. Below, you will find examples of using our TaxJar Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your TaxJar Data

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.

$conn = Connect-TaxJar  -APIKey "$APIKey"

Selecting Data

Follow the steps below to retrieve data from the Orders table and pipe the result into to a CSV file:

Select-TaxJar -Connection $conn -Table Orders | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myOrdersData.csv -NoTypeInformation

You will notice that we piped the results from Select-TaxJar into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-TaxJar -Connection $conn -Table Orders -Where "TransactionID = 123" | Remove-TaxJar

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into TaxJar, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyOrdersUpdates.csv | %{
  $record = Select-TaxJar -Connection $TaxJar -Table Orders -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-TaxJar -Connection $taxjar -Table Orders -Columns ("TransactionID","UserID") -Values ($_.TransactionID, $_.UserID) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-TaxJar -Connection $taxjar -Table Orders -Columns ("TransactionID","UserID") -Values ($_.TransactionID, $_.UserID)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!