Automate QuickBooks Data Replication to Azure Data Lake

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live QuickBooks data into your Azure Data Lake instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Getting Started

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Configure Azure Data Lake as a Replication Destination

Using CData Sync, you can replicate QuickBooks data to Azure Data Lake. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the Azure Data Lake connector. 👁 Configure a Destination connection to Azure Data Lake.
   
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Azure Data Lake connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to Azure Data Lake, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the Azure Data Lake connection.
   • File Format: Select the file format that you want to use. Sync supports the CSV, PARQUET, and AVRO file formats.
   • URI: Enter the path of the file system and folder that contains your files (for example, abfss://MyFileSystem/FolderName).
   • Azure Storage Account: Enter the name of your Azure storage account.
   • Auth Scheme: Select the Auth Scheme as AccessKey. The available auth schmes for Azure Data Lake are Azure Active Directory, Azure Service Principal, Azure Service Principal Certificate, Azure Managed Service Identity, Access Key, and Azure Storage SAS.
   • Azure Access Key: Enter the access key that is associated with your storage account.
👁 Enter the connection details.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to Azure Data Lake and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

In this article, we will demonstrate how to load QuickBooks data into Azure Data Lake and utilize it as a destination.

Configure the QuickBooks Connection

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

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

   When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

   Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

   The first time you connect, authorize the Remote Connector with QuickBooks. See the "Getting Started" chapter of the help documentation for a guide.

   👁 Configuring a Source connection (Salesforce is shown).
   
4. Click Connect to QuickBooks to ensure that the connection is configured properly.
5. Click Save & Test to save the 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, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of QuickBooks tables you wish to replicate into Azure Data Lake, and click Add Tasks again.

👁 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 with the help of SQL queries. 👁 Configure a replication Transform.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at 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 data to Azure Data Lake.

Run the Replication Job

Once all the required configurations are made for the job, select the QuickBooks table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate QuickBooks data into Azure Data Lake, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.