Access Live TaxJar Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData TIBCO DV Adapter for TaxJar, you get federated access to live TaxJar data directly within TIBCO Data Virtualization. This article walks through deploying an adapter and creating a new data source based on TaxJar.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live TaxJar data. When you issue complex SQL queries to TaxJar, the adapter pushes supported SQL operations, like filters and aggregations, directly to TaxJar. Its built-in dynamic metadata querying allows you to work with and analyze TaxJar data using native data types.

Deploy the TaxJar TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name TaxJar
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.taxjar.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.taxjar.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Create a TaxJar Data Source in TDV Studio

With the CData TIBCO DV Adapter for TaxJar, you can easily create a data source for TaxJar and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source.
2. Scroll until you find the adapter (e.g. TaxJar) and click Next.
3. Name the data source (e.g. CData TaxJar Source).

4. Fill in the required connection properties.

   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.
5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected TaxJar tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with TaxJar data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.