Create Informatica Mappings From/To a JDBC Data Source for TaxJar

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for TaxJar, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse TaxJar data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with TaxJar data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.taxjar.TaxJarDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for TaxJar.

   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 connection string is below:

   jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

Browse TaxJar Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access TaxJar entities in Informatica. Follow the steps below to connect to TaxJar and browse TaxJar tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models TaxJar entities as relational tables. (Salesforce is shown.)
   

You can now browse TaxJar tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create TaxJar Data Objects

Follow the steps below to add TaxJar tables to your project:

1. Select tables in TaxJar, then right-click a table in TaxJar, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the TaxJar source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the TaxJar connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source TaxJar table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map TaxJar columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the TaxJar object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer TaxJar data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)