Connect to TaxJar Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for TaxJar enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with TaxJar as sources and destinations. In this article, you will use the JDBC Driver for TaxJar to set up a simple transfer into a flat file. The CData JDBC Driver for TaxJar enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with TaxJar as sources and destinations. In this article, you will use the JDBC Driver for TaxJar to set up a simple transfer into a flat file.

Connect to TaxJar as a JDBC Data Source

1. Create the connection to TaxJar data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.taxjar.jar file.
3. Enter the JDBC URL.

   To authenticate to the TaxJar API, first obtain the API Key from the TaxJar UI.

   NOTE: the API is available only for Professional and Premium TaxJar plans.

   If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

   Additional Notes

   • By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
   • If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the TaxJar JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.taxjar.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical JDBC URL is below:

   jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

Query TaxJar Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the TaxJar JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT TransactionID, UserID FROM Orders WHERE TransactionID = '123'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Orders table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.