VOOZH about

URL: https://www.cdata.com/kb/tech/qbonline-odata-infragistics-reveal.rst

⇱ Analyze QuickBooks Online Data in Infragistics Reveal

Analyze QuickBooks Online Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of QuickBooks Online data and visualize live QuickBooks Online data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live QuickBooks Online data. The CData API Server generates an OData API for QuickBooks Online, which is natively consumable in Reveal. In this article, we walk through connecting to QuickBooks Online in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

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 API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
  2. Select "QuickBooks Online" 👁 Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to QuickBooks Online.

    QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

    See the Getting Started chapter of the help documentation for a guide to using OAuth.

    👁 Configuring a connection (Salesforce is shown).

Add QuickBooks Online Resource Definitions in API Server

After connecting to QuickBooks Online, create Resources, which represent API endpoints for QuickBooks Online data.

  1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
  2. Select the QuickBooks Online connection 👁 Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to QuickBooks Online from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the QuickBooks Online Connection and Resource(s) 👁 Creating a new user
👁 API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

👁 Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize QuickBooks Online data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Source -> OData Feed 👁 Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live QuickBooks Online data. For more information on creating OData feeds from QuickBooks Online (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live QuickBooks Online data in tools that consume OData APIs.