How to Use a Microsoft Access Database to Update TaxJar Data in Real Time

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for TaxJar, you can update live TaxJar data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to TaxJar as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Orders Data

Follow the steps below to create a linked table, which enables you to access live Orders data.

1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
   
2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Orders table. 👁 Linked Tables enable you use the live connection to TaxJar that is provided by the driver.
   

3. Select the CData TaxJar data source from the Machine Data Source tab.

   👁 DSNs listed in the Get External Data wizard.
   
4. Select the Orders table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)
   

5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

   👁 A linked table to the live data. (Google is shown.)