Connect to Wave Financial Data from Filemaker Pro (Mac)

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live Wave Financial data. This article demonstrates how to connect to Wave Financial using Connect AI and query Wave Financial data in FileMaker Pro.

CData Connect AI provides a pure SQL Server interface for Wave Financial, allowing you to query data from Wave Financial 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 Wave Financial, leveraging server-side processing to return the requested Wave Financial data quickly.

Configure Wave Financial Connectivity for FileMaker Pro

Connectivity to Wave Financial from FileMaker Pro is made possible through CData Connect AI. To work with Wave Financial data from FileMaker Pro, we start by creating and configuring a Wave Financial connection.

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

2. Select "Wave Financial" from the Add Connection panel

3. Wave Financial uses OAuth to authenticate. Click "Sign in" to authenticate with Wave Financial.
4. Navigate to the Permissions tab in the Add Wave Financial 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 Wave Financial data from Filemaker Pro.

Connect to Wave Financial from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
2. Configure a DSN for the Actual ODBC driver by setting the following properties:
   • URL: tds.cdata.com
   • Port: Change the port from 1433 to 14333
   • Username: Your Connect AI email address
   • Password: the PAT you created earlier

Query Wave Financial from FileMaker Pro

1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
3. In "Table.Column,"" select a table and a column name.
4. Set the "Operator" to =.
5. Select "Column," and then select the same table and column name as "Table.Column."
6. Click "Insert into SQL Query."
7. If no other modifications to the SQL query are required, click "Execute."

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