VOOZH about

URL: https://www.cdata.com/kb/tech/qbonline-sync-csv.rst

⇱ Automated Continuous QuickBooks Online Replication to Local Delimited Files

Automated Continuous QuickBooks Online Replication to Local Delimited Files

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable QuickBooks Online replication to delimited files (CSV/TSV).

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live QuickBooks Online data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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


Configure CSV/TSV as a Replication Destination

Using CData Sync, you can replicate QuickBooks Online data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select CSV as a destination. 👁 Configure a Destination connection to CSV.
  3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
    • Destination Folder: Set this location on the disk for the delimited files.
    • Include Column Headers: Set this to True for the first row in each file to represent the column names.
  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Configure the QuickBooks Online Connection

You can configure a connection to QuickBooks Online from the Connections tab. To add a connection to your QuickBooks Online account, navigate to the Connections tab.

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

    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 Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the 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.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

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.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your QuickBooks Online data to delimited files.