Connecting to Exact Online

The Sisense Exact Online connector is a certified connector that allows you to import data from the Exact Online API into Sisense via theSisense generic JDBC connector. The Exact Online connector offers the most natural way to integrate with Exact Online account data including Contacts, Opportunities, Accounts, and more, and provides additional powerful features.

Sisense Exact Online connector is a certified connector. The support for the connector is provided by Sisense and will be assisted by the certification partner's support, if needed. For any support issues or additional functionality requests, please contact your Sisense representative or open a request through our Help Center. For advanced inquiries specific to driver functionality, you can also contact our certification partner’s support directly via [email protected].

After you have downloaded the driver, you can connect through a connection string in Sisense. The connection string is used to authenticate users who connect to the Exact Online APIs. To obtain a connection string, you will need to register a Exact Online app. Once you have connected to Exact Online, you can import a variety of tables from the Exact Online API.

This page describes how to download the Exact Online driver and deploy it, how to connect to Exact Online with a connection string, provides information about the Exact Online data model, and more.

Downloading the Exact Online JDBC Driver

You can download the Exact Online JDBC driver here.

Note:

Deploying the Exact Online JDBC Driver

To run the setup, execute the following command: java -jar setup.jar (OR, if your system is set up to run Java applications, double-click on setup.jar).
During the installation, pay attention to the path of the installation (you will need it later on, to direct Sisense to the Jar file. The default path is C:\Program Files\CData\CData JDBC Driver for Exact Online 2019\lib).
Note: The install file (setup.jar) is a Java application that requires Java 6 (J2SE) or above to run. If you do not have Java 6 installed, you may download it from here.

Connecting to Exact Online

To access Exact Online from Sisense, you must provide valid Oauth Exact Online credentials through a connection string. These credentials are provided by Exact Online when you create an application.

After you receive your credentials from Exact Online, you can create the connection string and provide Sisense with it to connect to your data.

Adding Exact Tables to your ElastiCube

Sisense uses connection strings to connect to Exact and import data into Sisense. The default connection string for Exact is:

jdbc:exactonline:InitiateOAuth=GETANDREFRESH;Region=’United States’;Division=5512;

After you connect using the default connection string, Sisense redirects you to Exact’s Login page where you log in and your account is authenticated. Once the account is authenticated, the relevant tables can be added to your ElastiCube.

If you want to customize your connection string, you can by creating an Exact app and passing additional connection string parameters. For more information, see Registering an App at the end of this page.

If you have any issues connecting to your data source, see Troubleshooting JDBC Data Connectors.

Registering an App

To access Exact’s REST API from Sisense, you must provide valid Oauth Exact credentials through a connection string. These credentials are provided by Exact when you register an application.

After you receive your credentials from Exact, you can create the connection string and provide Sisense with it to connect to your data.

Creating the Exact Online Connection String

Sisense uses connection strings to connect to Exact Online and import data into Sisense.

The following is an example of an Exact Online connection string:

jdbc:exactonline:InitiateOAuth=GETANDREFRESH;Region=’United States’;Division=5512;

Your Exact Online connection string should include the following parameters, separated by a semicolon ';'.

After you connect using the default connection string, Sisense redirects you to Exact Online Login page where you log in and your account is authenticated. Once the account is authenticated, the relevant tables can be added to your ElastiCube.

If you want to customize your connection string, you can by creating an Exact Online app and passing additional connection string parameters. For more information, see Registering an App.

To help you create a connection string and test the connection, see Connection String Builder for Certified Connectors.

If you have any issues connecting to your data source, see Troubleshooting JDBC Data Connectors.

Adding Exact Online Tables to your ElastiCube

  1. In the Data page, open an ElastiCubeor create a new ElastiCube.
  2. In the Model Editor, click . The Add Data dialog box is displayed.
  3. Click Generic JDBC to open the JDBC settings.
  4. In Connection String, enter the Exact Online URL. See Creating a Connection String for more information.
  5. In JDBC JARs Folder, enter the name of the directory where the Exact Online JAR file is located (see Deploying the Exact Online JDBC Driver).
  6. In Driver's Class Name, enter the following class name: cdata.jdbc.exactonline.ExactOnlineDriver.
  7. In User Name and Password, enter your Exact Online credentials. These fields are not required if the user name and password were provided in the connection string. 
  8. Click Next. A list of tables in the database are displayed. All tables and views associated with the database will appear in a new window.
  9. From the Tables list, select the relevant table or view you want to work with. You can click next to the relevant table or click Preview to see a preview of the data inside it. 
  10. (Optional) Click + to customize the data you want to import with SQL. See Importing Data with Custom Queries for more information.
  11. After you have selected all the relevant tables, click Done. The tables are added to your data model.

Exact Online Connector: Additional Resources

For the full documentation set for the Exact Online connector, click here.

For connection string options, click here.

For information on the Exact Online data model, click here.