Import Real-Time Harvest Data via ODBC in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData API Driver for ODBC, you can link your ColdFusion web and mobile applications to operational Harvest data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Harvest data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData API Driver for ODBC and Adobe ColdFusion.

Configuring the Connection

If you have not already, first specify connection properties in an ODBC DSN (Data Source Name). This is the last step of the driver installation process. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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

Harvest API Profile Settings

To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.

Using Token Authentication

To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.

Using OAuth Authentication

First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.

After setting the following connection properties, you are ready to connect:

• ProfileSettings: Set your AccountId in ProfileSettings.
• AuthScheme: Set this to OAuth.
• OAuthClientId: Set this to the client ID that you specified in your app settings.
• OAuthClientSecret: Set this to the client secret that you specified in your app settings.
• CallbackURL: Set this to the Redirect URI that you specified in your app settings.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Harvest Data and display it in a table in ColdFusion:

1. From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
   
2. Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button. 👁 Adding Data Source Name
   
3. From the ODBC DSN Dropdown menu select CData Harvest Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration. 👁 Populating driver properties
   
4. Now, test the connection by pressing the check mark to the left of the CDataHarvestODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection
   
5. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

    
    <cfquery name="HarvestQuery" dataSource="CDataHarvestODBC"> 
    SELECT * FROM Invoices 
    </cfquery> 
    

   And a CFTable can be used to quickly output the table in HTML:

    
    <cftable 
    query = "HarvestQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
   
    <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
    <cfcol header="<b>ClientName</b>" align="Left" width=15 text="ClientName"/> 
   
    ...
   
    </cftable> 
    

   Full code, including the HTML portion is available below:

    
    <html> 
    <head><title>CData Software | Harvest Invoices Table Demo </title></head> 
    <body> 
    <cfoutput>#ucase("Harvest Invoices Table Demo")#</cfoutput> 
    <cfquery name="HarvestQuery" dataSource="CDataHarvestODBC"> 
   
    SELECT * FROM Invoices 
   
    </cfquery> 
    <cftable 
    query = "HarvestQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
    <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
    <cfcol header="<b>ClientName</b>" align="Left" width=15 text="ClientName"/> 
   
    ...
   
    </cftable> 
    </body> 
   
    </html> 
    

6. Finally, run the code in a browser. It produces a table populated with Harvest data! 👁 Running the code
   

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name = 

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Harvest and start building Harvest-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.