Automated Continuous TaxJar Replication to SQLite



Use CData Sync for automated, continuous, customizable TaxJar replication to SQLite.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live TaxJar data into your SQLite instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQLite as a Replication Destination

Using CData Sync, you can replicate TaxJar data to SQLite. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select the Destinations tab and locate the SQLite connector.
  3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
  4. To connect to SQLite, set the following connection properties:
    • Connection Name: Enter a connection name of your choice.
    • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.
  5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

In this article, we will demonstrate how to load TaxJar data into SQLite and utilize it as a destination.

Configure the TaxJar Connection

You can configure a connection to TaxJar from the Connections tab. To add a connection to your TaxJar account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (TaxJar).
  3. Configure the connection properties.

    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 Connect to TaxJar to ensure that the connection is configured properly.
  5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of TaxJar tables you wish to replicate into SQLite, and click Add Tasks again.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your TaxJar data to SQLite.

Run the Replication Job

Once all the required configurations are made for the job, select the TaxJar table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you have seen how to replicate TaxJar data into SQLite, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.

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