Using the CData ODBC Driver for Wave Financial in PyCharm

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Wave Financial from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Wave Financial as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

1. Click File -> Settings to open the project settings window.
2. Click Project Interpreter from the Project: YourProjectName menu.
3. To add pyodbc, click the + button and enter pyodbc.
4. Click Install Package to install pyodbc.

Connect to Wave Financial

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
2. Select the application that you would like to create a token for. You may need to create an application first.
3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

Below is the syntax for a DSN:

[CData WaveFinancial Source]
Driver = CData ODBC Driver for Wave Financial
Description = My Description
InitiateOAuth = GETANDREFRESH

Execute SQL to Wave Financial

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for WaveFinancial};InitiateOAuth = GETANDREFRESH;')
cursor = cnxn.cursor()
cursor.execute("SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'")
rows = cursor.fetchall()
for row in rows:
 print(row.Id, row.DueDate)

After connecting to Wave Financial in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Wave Financial data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].