Integrate TaxJar Data in Pentaho Data Integration

The CData JDBC Driver for TaxJar enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to TaxJar data as a JDBC data source and build jobs and transformations based on TaxJar data in Pentaho Data Integration.

Configure to TaxJar Connectivity

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.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

Save your connection string for use in Pentaho Data Integration.

Connect to TaxJar from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for TaxJar

1. Click "General"
2. Set Connection name (e.g. TaxJar Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your TaxJar connection string (e.g.
   

   jdbc:taxjar:APIKey=3bb04218ef8t80efdf1739abf7257144;

6. Set Custom driver class name to "cdata.jdbc.taxjar.TaxJarDriver" 👁 Configuring the JDBC Driver connection.
   
7. Test the connection and click "OK" to save. 👁 Saving the connection.
   

Create a Data Pipeline for TaxJar

Once the connection to TaxJar is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your TaxJar connection. 👁 Configuring the Table input object
   
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views. 👁 Selecting data (QuickBooks Online is shown).
   
4. Select a table and optionally preview the data for verification. 👁 Previewing the data (QuickBooks Online is shown).
   

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for TaxJar and start working with your live TaxJar data in Pentaho Data Integration today.