Version 25.3.9396

• Add the Wave Financial Connector
• Authenticate to Wave Financial
  • OAuth
  • Token
• Complete Your Connection
• More Information

You can use the Wave Financial connector from the CData Sync application to capture data from Wave Financial and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Wave Financial Connector

To enable Sync to use data from Wave Financial, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Wave Financial row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Wave Financial connector. For more information about installing new connectors, see Connections.

Authenticate to Wave Financial

After you add the connector, you need to set the required properties.

On the New Connection page, enter the connection name of your choice.

CData Sync supports authenticating to Wave Financial in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• OAuth
• Token

OAuth

CData Sync provides an embedded OAuth application with which to connect. To use the application, select OAuth for Auth Scheme. No additional properties are required.

Token

To connect with an API token, specify the following properties:

• Auth Scheme – Select Token.

• API Token - Enter your Wave Financial access token.

  To obtain the Wave Financial API token:

  1. Log in to your Wave Financial account.

  2. Navigate to Manage Applications (left pane).

  3. Select the application for which you want to create a token. (You might need to create an application first.)

  4. Click Create token to generate the API token.

  5. Copy the token and paste it in the API Token text box in Sync.

Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

2. If you authenticate with OAuth, click Connect to Wave Financial to connect to your Wave Financial account.

3. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Wave Financial, see Wave Financial Connector for CData Sync.