VOOZH about

URL: https://www.cdata.com/kb/tech/qbonline-cloud-runmyprocess.rst

⇱ Connect to QuickBooks Online Data in RunMyProcess through Connect AI

Connect to QuickBooks Online Data in RunMyProcess through Connect AI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API for QuickBooks Online Data and connect to QuickBooks Online data in Akorbi Digital RunMyProcess.

Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect AI creates a live connection to QuickBooks Online and can be used to generate an OData API (natively supported in RunMyProcess) for QuickBooks Online. By pairing RunMyProcess with CData Connect AI, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect AI from RunMyProcess as you would any other REST service and get instant, live access to your QuickBooks Online data.

In this article, we walk through connecting to QuickBooks Online from CData Connect AI and accessing QuickBooks Online data through an OData feed in RunMyProcess.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Connect to QuickBooks Online from RunMyProcess

To work with live QuickBooks Online data in RunMyProcess, we need to connect to QuickBooks Online from Connect AI, provide user access to the connection, and create a Workspace for the QuickBooks Online data.

Connect to QuickBooks Online from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "QuickBooks Online" from the Add Connection panel
    3. 👁 Selecting a data source
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions. 👁 Updating 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. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure QuickBooks Online Endpoints for RunMyProcess

After connecting to QuickBooks Online, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the QuickBooks Online connection (e.g. QuickBooksOnline1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to QuickBooks Online data from RunMyProcess.

Retrieve QuickBooks Online Data from RunMyProcess DigitalSuite Studio

With the connection to QuickBooks Online and OData endpoints created, we are ready to add QuickBooks Online data to RunMyProcess for Retrieval.

Create a Provider

  1. Log into RunMyProcess and open DigitalSuite Studio.
  2. Click Resources to bring up the Resources page, then select then the CONNECTORS tab. 👁 Connectors page
  3. Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm. 👁 Create a new provider
  4. In the provider settings page, configure the following properties.
    • URL: Set the OData endpoint in the Connect AI OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication Schema: Select Login/Password.
    • Login: Specify a CData Connect AI username (e.g. [email protected]).
    • Password: Specify the PAT of the Connect AI user.
    👁 Selecting a connector
  5. Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
  6. Click Save to save the properties.

Retrieve QuickBooks Online Data by Creating a Connector

  1. In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
  2. In the following page, set Connector URL to the OData endpoint configured in Connect AI (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) 👁 Connector settings page
  3. Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information. 👁 Execution test page

More Information & Free Trial

Now, you have created a provider and connector to retrieve QuickBooks Online data. For more information on creating OData feeds from QuickBooks Online (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live QuickBooks Online data in RunMyProcess.