Use Dash to Build to Web Apps on FreshBooks Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas module, and the Dash framework, you can build FreshBooks-connected web applications for FreshBooks data. This article shows how to connect to FreshBooks with the CData Connector and use pandas and Dash to build a simple web app for visualizing FreshBooks data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live FreshBooks data in Python. When you issue complex SQL queries from FreshBooks, the driver pushes supported SQL operations, like filters and aggregations, directly to FreshBooks and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to FreshBooks Data

Connecting to FreshBooks data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Start by setting the Profile connection property to the location of the FreshBooks Profile on disk (e.g. C:\profiles\FreshBooks.apip). Next, set the ProfileSettings connection property to the connection string for FreshBooks (see below).

FreshBooks API Profile Settings

Register an OAuth application in your FreshBooks Developer Dashboard to obtain a Client ID and Client Secret, and configure the redirect URI to match your application's callback URL.

After installing the CData FreshBooks Connector, follow the procedure below to install the other required modules and start accessing FreshBooks through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize FreshBooks Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData FreshBooks Connector to create a connection for working with FreshBooks data.

cnxn = mod.connect("Profile=C:\profiles\FreshBooks.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;InitiateOAuth=GETANDREFRESH;")

Execute SQL to FreshBooks

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Id, InvoiceNumber FROM Invoices WHERE AccountId = 'your_account_id'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-apiedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our FreshBooks data and configure the app layout.

trace = go.Bar(x=df.Id, y=df.InvoiceNumber, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='FreshBooks Invoices Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
 app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the FreshBooks data.

python api-dash.py

👁 FreshBooks data in a Dash web app (Salesforce is shown).

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps with connectivity to FreshBooks data. Reach out to our Support Team if you have any questions.

---

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

cnxn = mod.connect("Profile=C:\profiles\FreshBooks.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;InitiateOAuth=GETANDREFRESH;")

df = pd.read_sql("SELECT Id, InvoiceNumber FROM Invoices WHERE AccountId = 'your_account_id'", cnxn)
app_name = 'dash-apidataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Id, y=df.InvoiceNumber, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='FreshBooks Invoices Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
 app.run_server(debug=True)