Replicate Multiple Wave Financial Accounts

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Wave Financial connections. In this article we show how to use the web app to replicate multiple Wave Financial accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate Wave Financial data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Wave Financial to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Wave Financial Connections

You can configure connections to Wave Financial from the Connections tab. To add a connection to one of your Wave Financial accounts, navigate to the Connections tab. For each Wave Financial account you wish to replicate, do the following:

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

   Connect using the API Token

   You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

   1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
   2. Select the application that you would like to create a token for. You may need to create an application first.
   3. Click the "Create token" button to generate an APIToken.

   Connect using OAuth

   If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Queries for Each Wave Financial Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, 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, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Wave Financial API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Wave Financial data:

REPLICATE Invoices;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Wave Financial accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Invoices SELECT * FROM Invoices;

• Alternatively, use a different schema:

  REPLICATE PROD.Invoices SELECT * FROM Invoices;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after 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 the data from your different Wave Financial accounts.