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URL: https://www.cdata.com/kb/tech/reckonaccountshosted-cloud-bubble.rst

⇱ Build Reckon Accounts Hosted-Connected Apps in Bubble


Build Reckon Accounts Hosted-Connected Apps in Bubble

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create an OData feed for Reckon Accounts Hosted Data and create custom apps in Bubble.

Bubble is a no-code platform that simplifies the process of developing and launching apps and businesses. When coupled with CData Connect AI, you gain effortless no-code access to Reckon Accounts Hosted data for streamlined app development. This article guides you through the integration process from Bubble to Reckon Accounts Hosted using CData Connect AI.

CData Connect AI provides a pure cloud-to-cloud OData interface for Reckon Accounts Hosted data that allows you to integrate from Bubble to Reckon Accounts Hosted data in real time.

Connect to Reckon Accounts Hosted from Bubble

To work with Reckon Accounts Hosted data from Bubble, we need to connect to Reckon Accounts Hosted from Connect AI, provide user access to the connection, and create a Workspace for the Reckon Accounts Hosted data.

Connect to Reckon Accounts Hosted 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. πŸ‘ Adding a Connection
  3. Select "Reckon Accounts Hosted" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Reckon Accounts Hosted uses OAuth to authenticate. Click "Sign in" to authenticate with Reckon Accounts Hosted. πŸ‘ Authenticating with OAuth (Salesforce is shown).
  6. Navigate to the Permissions tab in the Add Reckon Accounts Hosted Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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 Reckon Accounts Hosted Endpoints for Bubble

After connecting to Reckon Accounts Hosted, 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). πŸ‘ The Workspaces page.
    πŸ‘ Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Reckon Accounts Hosted connection (e.g. ReckonAccountsHosted1) and click Next. πŸ‘ Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. πŸ‘ 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 Reckon Accounts Hosted data from Bubble.

Build a Reckon Accounts Hosted-Connected App

With OData endpoints added to Connect AI, you can build an app in Bubble with live access to Reckon Accounts Hosted data.

Configure the Bubble API Connector

To start, Configure the API Connector for accessing CData Connect AI from Bubble.

  1. In your app, click the Plugins tab and click Add plugins
  2. Search for "API Connector" and click Install πŸ‘ Installing the API Connector plugin
  3. After installation, click the "Add another API" button and configure the API:
    • Name the API
    • Set Authentication to "HTTP Basic Auth"
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the user
    • Expand the API Call, select the "GET" command and set the URL to a Workspace endpoint you previously configured (e.g. https://cloud.cdata.com/api/odata/{workspace_name}/Accounts)
    πŸ‘ Configuring the API Call
  4. Click the "Initialize call" button to adjust data types in the response (as needed) πŸ‘ Initializing the call
  5. After making any necessary changes, click "Save" πŸ‘ Saving the data types

Configure the App UI

With the API Connector configure, you are ready to retrieve Reckon Accounts Hosted data in your Bubble app. In this article, we request the data with a UI component that can display an Excel-like table.

  1. On the Plugin tab, install the "Excel-like HandsonTable" πŸ‘ Adding the Excel-like HandsonTable plugin
  2. On the Design tab, add an "Excel Table" to the workspace πŸ‘ Adding an Excel Table to the app
  3. In the Excel Table, in Data source, select "Get data from an external API"
  4. Set Type of content to "API Call value"
  5. Set Data source to "CData Connect AI - API Call's value" (or equivalent) πŸ‘ Binding the Excel Table to the API Call
  6. Click "Preview" to ensure the data was retrieved from Reckon Accounts Hosted. πŸ‘ Previewing the app

At this point, you can develop applications with live access to Reckon Accounts Hosted data without needing to know the complexities of the back-end API.

Live Access to Reckon Accounts Hosted Data from Cloud Applications

Now you have a direct connection to live Reckon Accounts Hosted data from Bubble. You can create more Reckon Accounts Hosted-connected apps β€” all without writing any code or replicating Reckon Accounts Hosted data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect AI.