Adding a Connection to Money Forward Expense

To add a connection to Money Forward Expense:

1. In the application console, navigate to the Connections page.
2. At the Add Connections panel, select the icon for the connection you want to add.
3. If the Money Forward Expense icon is not available, click the Add More icon to download and install the Money Forward Expense connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Money Forward Expense

Money Forward Expense supports OAuth authentication only. To enable this authentication from all OAuth flows, you must create a custom OAuth application, and you must set AuthScheme to OAuth.

The following subsections describe how to authenticate to Money Forward Expense from the three most common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Money Forward Expense, see Connection.

Note: In addition to the connection properties listed below, most Money Forward Expense tables also require the user to set OfficeId.

Automatic refresh of the OAuth access token:

To have the Sync App automatically refresh the OAuth access token:

1. Before connecting to data for the first time, set these connection parameters:
   • InitiateOAuth: REFRESH.
   • OAuthClientId: The client Id in your application settings.
   • OAuthClientSecret: The client secret in your application settings.
   • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation: The path where you want the Sync App to save the OAuth values, which persist across connections.
2. On subsequent data connections, set:
   • InitiateOAuth
   • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
2. Set these connection properties:
   • OAuthClientId: The Client Id in your application settings.
   • OAuthClientSecret: The Client Secret in your application settings.

3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Creating a Custom OAuth Application

The following procedure obtains the OAuth client credentials, the OAuthClientId, OAuthClientSecret, and CallbackURL.

1. Log into your Money Forward Expense account and click API Linkage under the For Developers section.
2. Click Create Application.

3. If you are making a desktop application, set the Redirect URI to https://oauth.cdata.com/oauth/, the default CallbackURL value.
   Note: Money Forward Expense requires an HTTPS redirect URI.

   If you are making a Web application, set the Redirect URI to a page on your Web app where you would like the user to return after authorizing your application.

4. Set Scopes to office_setting:write user_setting:write transaction:write report:write account:write public_resource:read.
5. Save your changes. The console displays the settings for the application you just created.

Note the client Id, client secret, and callback URL for future use.

This section details a selection of advanced features of the Money Forward Expense Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Money Forward Expense and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

• ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
• ProxyPort: the TCP port that the proxy server is running on.
• ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
• ProxyUser: the username of a user account registered with the proxy server.
• ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

The CData Sync App models entities in the Money Forward Expense API as tables, views, and stored procedures. These are defined in schema files, which are text-based, extensible configuration files.

Tables and Views

The following sections provide information on executing SQL to the available API Tables and Views. The Sync App offloads as much of the SELECT statement processing as possible to Money Forward Expense and then processes the rest of the query in memory; API limitations and requirements are documented in this section.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to search, update, and modify information in the data source.

The Sync App models the data in Money Forward Expense as a list of tables in a relational database that can be queried using standard SQL statements.

Money Forward Expense Connector for CData Sync Tables

Name	Description
Departments	Create, update, delete, and query all the report units for an office.
MyTransactions	Create, update, delete, and query your own transactions.
OfficeMembers	Query and delete the report units for an office.
OfficeMemberSettings	Create, update, and query the settings for an office.
OfficeMemberWorkflows	Create, update, delete, and query the workflows for the members of the specified office.
Positions	Create, update, delete, and query all the positions for an office.
Projects	Create, update, delete, and query projects for an office.

Create, update, delete, and query all the report units for an office.

Table Specific Information

SELECT

To get a list of all the departments of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, following query is processed server side:

SELECT * FROM Departments

Insert

To insert a department the following columns are required: OfficeId and Name.

INSERT INTO Departments (OfficeId, Name, Code, Memo) VALUES ('OfficeId123', 'OfficeName123', 'DepCode123', 'Memo123')

Update

To update a department the following columns are required: OfficeId and Id.

UPDATE Departments SET Name = 'NewDepName', Code = 'NewDepCode', Memo = 'NewDepMemo' WHERE OfficeId = '1234' AND Id = '12345'

Delete

To delete a department, the following columns are required: OfficeId and Id.

DELETE FROM Departments WHERE OfficeId = '12345' AND Id = '123456'

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	True	The department Id.
OfficeId [KEY]	String	False	The office Id.
Name	String	False	The department name.
Code	String	False	The department code.
Memo	String	False	The RootId of the department.
ParentId	String	False	The ParentId of the department.
RootId	String	True	The RootId of the project.

Create, update, delete, and query your own transactions.

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The position Id.
OfficeId [KEY]	String	False	The transaction Id.
Remark	String	False	The transaction contents.
Value	Double	False	The transaction value.
ItemId	String	False	The Expense item Id.
RecognizedAt	Date	False	The date of payment.
Number	Integer	True	The transaction number.
Memo	String	False	The transaction notes.
JpyRate	Double	False	The exchange rate.
Currency	String	False	The transaction currency.
UseCustomJypRate	Boolean	False	Indicates if the exchange rate is manually set.
AutomaticStatus	String	True	The transaction status.
ErrorMessage	String	True	The error message.
WarningMessage	String	True	The warning message.
WaitingMessage	String	True	The waiting message.
OfficeMemberId	String	True	The office member Id.
CreditItemId	String	False	The credit account item Id.
CreditSubItemId	String	False	The credit account subitem Id.
ExciseId	String	False	The tax division Id.
DepartmentId	String	False	The department Id.
ProjectId	String	False	The project Id.
CreatedAt	Datetime	True	The date when the transaction was craeted.
UpdatedAt	Datetime	True	The date when the transaction was last updated.

Query and delete the report units for an office.

Table Specific Information

SELECT

To get a list of all the members of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used. The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, following query is processed server side:

SELECT * FROM OfficeMembers

The column PermissionRoleID may take the value of 0 if the member has been created from the UI, and it hasn't been given any permissions.

Insert

To insert an OfficeMember, the following columns are required: OfficeId, Email and PermissionRoleID.
PermissionRoleID can take only these values: 201: general user, 202: recognizer, 203: manager.
-if PermissionRoleID = 201 IsExUser will be set to true
-if PermissionRoleID = 202 IsExUser, IsExAuthorizer will be set to true
-if PermissionRoleID = 203 IsExUser, IsExAuthorizer, IsExAdministrator will be set to true
Departments is a aggregate field, so the value for inserting and updating would be a json string containing an array of objects with its only attribute Department Id

INSERT INTO OfficeMembers (OfficeId, Email, PermissionRoleID) VALUES ('12345', '[email protected]', '201')

INSERT INTO OfficeMembers (OfficeId, Email, PermissionRoleID, PositionID, Departments) VALUES ('23457', '[email protected]', '202', '2457', '[{"id": "7457"},{"id": "24577"}]')

Update

To update an OfficeMember you will need the OfficeMember ID and OfficeID specified:

UPDATE OfficeMembers SET Name = 'hello world', Number = '1245', PermissionRoleID = 203 WHERE ID = '345' AND OfficeID = '123'

UPDATE OfficeMembers SET  Name = 'hey world', Number = '346', PermissionRoleID = 201, PositionID = '2457754', Departments = '[{\"id\": \"457\"},{\"id\": \"346\"}]' WHERE ID = '345' AND OfficeID = '346'

Delete

To delete an OfficeMember, the following columns are required: OfficeId, Id.

DELETE FROM OfficeMembers WHERE OfficeId = '12345' AND Id = '123456'

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The report unit Id.
OfficeId [KEY]	String	True	The report unit Id.
IdentificationCode	String	True	The office id.
Name	String	False	The report unit title.
Number	Integer	False	The report unit title.
CreatedAt	Datetime	True	The date when the report unit was created.
UpdatedAt	Datetime	True	The date when the report unit was last updated.
IsExUser	Boolean	True	The report unit number.
IsExAuthorizer	Boolean	True	The report unit number.
IsExAdministrator	Boolean	True	The report unit number.
PositionId	String	True	The report unit title.
PositionName	String	True	The report unit title.
PositionPriority	Integer	True	The report unit title.
PermissionRoleID	String	False	Permission role ID (Required on insert - 201: general user, 202: recognizer, 203: manager)
Departments	String	False	Aggregate field representing departments of an office member.

Create, update, and query the settings for an office.

Table Specific Information

SELECT

To get the settings of an office member, the OfficeId and OfficeMemberId columns are required in the WHERE clause. If not specified, the settings of all the office members will be returned.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and OfficeMemberId. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM OfficeMemberSettings WHERE OfficeId = '1234' AND OfficeMemberId = '12345'

INSERT

INSERTs are not supported for this table.

UPDATE

To update the settings of an office member, the following columns required: OfficeId and OfficeMemberId.

UPDATE OfficeMemberSettings SET UseAgent = false, ApprovingPriority = 1234, ProjectId = '1234', CreditItemId = '1234', CreditSubItemId = '1234', TransportationItemId = '1234', DrivingItemId = '1234' WHERE OfficeMemberId = '1234' AND OfficeId = '123456'

Delete

Deletes are not supported for this table.

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The setting Id.
OfficeId [KEY]	String	False	The office Id.
OfficeMemberId [KEY]	String	False	The office member Id.
UseAgent	Boolean	False	Indicates the use agent status.
ApprovingPriority	Integer	False	The approving priority.
ProjectId	String	False	The project Id.
ProjectName	String	True	The project name.
ProjectCode	String	True	The project code.
CreditItemId	String	False	The credit item Id.
CreditItemExciseId	String	True	The credit item excise Id.
CreditItemName	String	True	The credit item name.
CreditItemCode	String	True	The credit item code.
CreditSubItemId	String	False	The credit subitem Id.
CreditSubItemItemId	String	True	The credit subitem item Id.
CreditSubItemExciseId	String	True	The credit subitem excise Id.
CreditSubItemName	String	True	The credit subitem name.
CreditSubItemCode	String	True	The credit subitem code.
TransportationItemId	String	False	The transportation item Id.
TransportationItemName	String	True	The transportation item name.
DrivingItemId	String	False	The driving item Id.
DrivingItemName	String	True	The driving item name.

Create, update, delete, and query the workflows for the members of the specified office.

Table Specific Information

SELECT

To get a list of the workflows of an office member, the OfficeId and OfficeMemberId columns are required. If not specified, the workflows of all the office members will be returned by the Money Forward Expense server.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and OfficeMemberId. Other filters the Sync App processes client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM OfficeMemberWorkflows WHERE OfficeId = '1234' AND OfficeMemberId = '12345'

INSERT

To insert a workflow for an office member, the following columns are required: OfficeId, OfficeMemberId, WorkFlowId, and ReportTypeId

INSERT INTO OfficeMemberWorkflows (OfficeId, OfficeMemberId, WorkFlowId, ReportTypeId) VALUES ('123', '12345', '123456', '1234567')

UPDATE

To update a workflow for an office member, the following columns are required: Id, OfficeId, OfficeMemberId, WorkFlowId, AND ReportTypeId.

UPDATE OfficeMemberWorkflows SET WorkFlowId = '123', ReportTypeId = '1234' WHERE OfficeId = '12345' AND OfficeMemberId = '123456' AND Id = '1234567'

DELETE

Deletes are not supported for this table.

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The workflow Id.
OfficeId [KEY]	String	False	The office Id.
OfficeMemberId [KEY]	String	False	The workflow name.
WorkflowId	String	False	The workflow priority.
ReportTypeId	String	False	The workflow priority.
ReportTypeName	String	True	The workflow priority.
ReportTypeUseTransactionReserves	Boolean	True	The workflow priority.
ReportTypeUseTransactionActionAfterApproval	String	True	The workflow priority.
ReportTypeIsActive	Boolean	True	The workflow priority.

Create, update, delete, and query all the positions for an office.

Table Specific Information

SELECT

To get a list of all the positions of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, the following query is processed by the Money Forward Expense APIs:

SELECT * FROM Positions

Insert

To insert a position the following columns are required: OfficeId and Name.

INSERT INTO Positions (OfficeId, Name, IsAuthorizer, Priority) VALUES ('OfficeId1234', 'PositionName123', false, 150)

Update

To update a position the following columns are required: OfficeId and Id.

UPDATE Positions SET Name = 'UpdatedPositionName', IsAuthorizer = true, Priority = 170 WHERE OfficeId = '12345' AND Id = '123456'

Delete

To delete a position, the following columns are required: OfficeId and Id.

DELETE FROM Positions WHERE OfficeId = '12345' AND Id = '123456'

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The position Id.
OfficeId [KEY]	String	False	The office Id.
Name	String	False	The position name.
IsAuthorizer	Boolean	False	Indicates if the position is an authorizer.
Priority	Integer	False	The position's priority on the list.

Create, update, delete, and query projects for an office.

Table Specific Information

SELECT

To get a list of all the projects of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used. The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM Projects

Insert

To insert a project the following columns are required: OfficeId, Name, Code.

INSERT INTO Projects (OfficeId, Name, Code) VALUES ('OfficeId123', 'ProjectName123', 'ProjectCode123')

Update

To update a project the following columns are required: OfficeId, Id.

UPDATE Projects SET Name = 'NewProjectName', Code = 'NewProjectCode' WHERE OfficeId = '12345' AND Id = '123456'

Delete

To delete a project, the following columns are required: OfficeId, Id.

DELETE FROM Projects WHERE OfficeId = '12345' AND Id = '123456'

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	The project Id.
OfficeId [KEY]	String	False	The office Id.
Name	String	False	The project name.
Code	String	False	The project code.
ParentId	String	True	The ParentId of the project.
RootId	String	True	The RootId of the project.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Money Forward Expense Connector for CData Sync Views

Name	Description
ApprovingReports	Query the approving reports for an office.
Excises	Lists the Excises for an office.
InvoiceReports	null
Items	Lists the items for an office.
MyApprovingReports	Query your own approving reports.
MyInvoiceReports	null
MyReports	Query your own Reports.
Offices	Lists all the offices you belong to.
Reports	Lists the reports for an office.
ReportUnits	Lists the report units for an office.
Transactions	null

Query the approving reports for an office.

Columns

Name	Type	Description
Id [KEY]	String	The report Id.
OfficeId	String	The office Id.
ReportTypeId	String	The report type Id.
OfficeMemberId	String	The office member Id.
Number	Integer	The report number.
Title	String	The report title.
Status	String	The report status.
SubmittedAt	Datetime	The date when the report was subbmited.
ApprovedAt	Datetime	The date when the report was approved.
CreatedAt	Datetime	The date when the report was created.
UpdatedAt	Datetime	The date when the report was last updated.

Lists the Excises for an office.

Columns

Name	Type	Description
Id [KEY]	String	The Excise Id.
OfficeId [KEY]	String	The office Id.
Rate	String	The Excise Rate.
Code	String	The Excise Code.
LongName	String	The Excise LongName.

null

Columns

Name	Type	Description
Id [KEY]	String	id
CreatedAt	Datetime
OfficeId [KEY]	String	The office id
ApprovedAt	Datetime
Number	String
SubmittedAt	Datetime
Status	String
UpdatedAt	Datetime
Title	String
OfficeMemberId	String
NumberWithoutPrefix	String	number_without_prefix
ReportApprovals	String	Report Approvals

Lists the items for an office.

Columns

Name	Type	Description
Id [KEY]	String	The project Id.
OfficeId [KEY]	String	The office Id.
Name	String	The item name.
SubItemId	String	The sub item id.

Query your own approving reports.

Columns

Name	Type	Description
Id [KEY]	String	The report Id.
OfficeId	String	The office Id.
ReportTypeId	String	The report type Id.
OfficeMemberId	String	The office member Id.
Number	Integer	The report number.
Title	String	The report title.
Status	String	The report status.
SubmittedAt	Datetime	The date when the report was subbmited.
ApprovedAt	Datetime	The date when the report was approved.
CreatedAt	Datetime	The date when the report was created.
UpdatedAt	Datetime	The date when the report was last updated.

null

Columns

Name	Type	Description
Id [KEY]	String	id
CreatedAt	Datetime
OfficeId [KEY]	String	The office id
ApprovedAt	Datetime
Number	String
SubmittedAt	Datetime
Status	String
UpdatedAt	Datetime
Title	String
OfficeMemberId	String	OfficeMemberId
NumberWithoutPrefix	String	number_without_prefix
ReportApprovals	String	Report Approvals

Query your own Reports.

Columns

Name	Type	Description
Id [KEY]	String	The report Id.
OfficeId	String	The office Id.
ReportTypeId	String	The report type Id.
OfficeMemberId	String	The office member Id.
Number	Integer	The report number.
Title	String	The report title.
Status	String	The report status.
SubmittedAt	Datetime	The date when the report was subbmited.
ApprovedAt	Datetime	The date when the report was approved.
CreatedAt	Datetime	The date when the report was created.
UpdatedAt	Datetime	The date when the report was last updated.

Lists all the offices you belong to.

Table Specific Information

SELECT

The Sync App processes all filters on this table client-side within the Sync App. For example, the following query is the only query processed by the Money Forward Expense APIs and returns a list of all the offices you belong to.

SELECT * FROM Offices

Columns

Name	Type	Description
Id [KEY]	String	The office Id.
IdentificationCode	String	The identification code for the office.
Name	String	The office name.
OfficeTypeId	String	The office type Id.

Lists the reports for an office.

Table Specific Information

SELECT

To get a list of all the reports of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used. The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM Reports

Columns

Name	Type	Description
Id [KEY]	String	The report Id.
OfficeId	String	The office Id.
ReportTypeId	String	The report type Id.
OfficeMemberId	String	The office member Id.
Number	Integer	The report number.
Title	String	The report title.
Status	String	The report status.
SubmittedAt	Datetime	The date when the report was subbmited.
ApprovedAt	Datetime	The date when the report was approved.
CreatedAt	Datetime	The date when the report was created.
UpdatedAt	Datetime	The date when the report was last updated.

Lists the report units for an office.

Table Specific Information

SELECT

To get a list of all the report units of an office, the OfficeId column or the OfficeId connection string parameter is required. If not specified, the OfficeId of the first office from the Offices table will be used.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM ReportUnits

Columns

Name	Type	Description
Id [KEY]	String	The report unit Id.
OfficeId	String	The office id.
Title	String	The report unit title.
CreatedAt	Datetime	The date when the report unit was created.
UpdatedAt	Datetime	The date when the report unit was last updated.
Number	String	The report unit number.

null

Table Specific Information

SELECT

To get a list of all the transactions of an office, the OfficeId column or the OfficeId connection string parameter and a range of RecognizedAt column is required. If OfficeId is not specified, the OfficeId of the first office from the Offices table will be used.

The Sync App uses the Money Forward Expense APIs to process search criteria that refer to OfficeId and processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM Transactions WHERE RecognizedAt <= '2020-04-30' AND RecognizedAt >= '2020-04-01' 

Insert

To insert a transaction the following columns are required: OfficeId, Remark, ItemId, Value, RecognizedAt.

INSERT INTO Transactions (OfficeId, Remark, ItemId, Value, RecognizedAt, Memo, JpyRate, Currency, UseCustomJpyRate, CreditItemId, CreditSubItemId, ExciseId, DepartmentId, ProjectId) VALUES ('OfficeId123', 'RemarkValue', 'ItemId1234', 100.11, '01-01-2017', 'MemoValue', 100.123, 'JPY', false, 'CreditItemId213', 'CreditSubItemId213', 'ExciseId123', 'DepartmentId123', 'ProjectId123')

Update

To update a transaction the following columns are required: OfficeId, Id. You can update the transactions that belong the authenticated user, but not those that belong to the other office members.

UPDATE Transactions SET Remark = 'NewRemark', ItemId = 'NewItemId', Value = 123.123, Memo = 'NewMemo', UseCustomJypRate = false, RecognizedAt = '01-02-2018', Currency = 'USD', ExciseId = 'NewExciseId', CreditItemId = 'NewCreditItemId', CreditSubItemId = 'NewCreditSubItemId', DepartmentId = 'NewDepartmentId', ProjectId = 'NewProjectId' WHERE OfficeId = '12345' AND Id = '123456'

Delete

To delete a transaction, the following columns are required: OfficeId, Id. You can delete the transactions that belong the authenticated user, but not those that belong to the other office members.

DELETE FROM Transactions WHERE OfficeId = '12345' AND Id = '123456'

Columns

Name	Type	Description
Id [KEY]	String	The Transaction Id.
OfficeId [KEY]	String	The Office Id.
DepartmentId	String	The DepartmentId.
InvoiceRegistrationNumber	String	InvoiceRegistrationNumber
Number	Int	Number
Currency	String	Currency
ExTransactionCustomFieldValuesValue	String	ExTransactionCustomFieldValuesValue
Value	Decimal	Value
UseCustomJpyRate	Bool	UseCustomJpyRate
ExReportNumber	Int	ExReportNumber
Remark	String	Remark
Memo	String	Memo
OfficeMemberReimburseBankAccountNumber	String	OfficeMemberReimburseBankAccountNumber
OfficeMemberNumber	String	OfficeMemberNumber
ExReportUnitNumber	Int	ExReportUnitNumber
PurchaseTaxCredit	Int	PurchaseTaxCredit
ExReportUnitPaymentDate	Date	ExReportUnitPaymentDate
ExReportUnitUpdatedAt	Datetime	ExReportUnitUpdatedAt
ExReportUnitOfficeId	String	ExReportUnitOfficeId
ExReportUnitCreatedAt	Datetime	ExReportUnitCreatedAt
ExReportUnitTitle	String	ExReportUnitTitle
ExReportUnitId	String	ExReportUnitId
SpecialExceptionStatus	String	SpecialExceptionStatus
ReportNumber	String	ReportNumber
ExciseValue	Int	ExciseValue
OfficeMemberId	String	OfficeMemberId
OfficeMemberCreatedAt	Datetime	OfficeMemberCreatedAt
OfficeMemberIsExAuthorizer	Bool	OfficeMemberIsExAuthorizer
OfficeMemberName	String	OfficeMemberName
OfficeMemberId2	String	OfficeMemberId2
OfficeMemberIsExAdministrator	Bool	OfficeMemberIsExAdministrator
OfficeMemberIdentificationCode	String	OfficeMemberIdentificationCode
OfficeMemberPositionName	String	OfficeMemberPositionName
OfficeMemberPositionPriority	Int	OfficeMemberPositionPriority
OfficeMemberPositionId	String	OfficeMemberPositionId
OfficeMemberPositionIsAuthorizer	Bool	OfficeMemberPositionIsAuthorizer
OfficeMemberReimburseBankAccountBankBranchName	String	OfficeMemberReimburseBankAccountBankBranchName
OfficeMemberReimburseBankAccountBankBranchNameKana	String	OfficeMemberReimburseBankAccountBankBranchNameKana
OfficeMemberReimburseBankAccountBankBranchCode	String	OfficeMemberReimburseBankAccountBankBranchCode
OfficeMemberReimburseBankAccountBankName	String	OfficeMemberReimburseBankAccountBankName
OfficeMemberReimburseBankAccountBankNameKana	String	OfficeMemberReimburseBankAccountBankNameKana
OfficeMemberReimburseBankAccountBankCode	String	OfficeMemberReimburseBankAccountBankCode
OfficeMemberReimburseBankAccountHolderName	String	OfficeMemberReimburseBankAccountHolderName
OfficeMemberReimburseBankAccountId	String	OfficeMemberReimburseBankAccountId
OfficeMemberReimburseBankAccountAccountType	Int	OfficeMemberReimburseBankAccountAccountType
OfficeMemberReimburseBankAccountHolderNameKana	String	OfficeMemberReimburseBankAccountHolderNameKana
OfficeMemberUpdatedAt	Datetime	OfficeMemberUpdatedAt
OfficeMemberIsExUser	Bool	OfficeMemberIsExUser
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemName	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemName
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemCode	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemCode
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemIsActive	Bool	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemIsActive
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemExciseId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemExciseId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemItemId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemItemId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemName	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemName
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemCode	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemCode
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemId2	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemSubItemId2
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseRate	Decimal	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseRate
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseCode	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseCode
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseLongName	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseLongName
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemExciseId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemExciseId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemName	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemName
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemCode	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemCode
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemId	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemId
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemId2	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemItemId2
OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseId2	String	OfficeMemberExOfficeMemberSettingDefaultDrivingExpenseItemDefaultExciseId2
OfficeMemberExOfficeMemberSettingDefaultCreditSubItemExciseId	String	OfficeMemberExOfficeMemberSettingDefaultCreditSubItemExciseId
OfficeMemberExOfficeMemberSettingDefaultCreditSubItemItemId	String	OfficeMemberExOfficeMemberSettingDefaultCreditSubItemItemId
OfficeMemberExOfficeMemberSettingDefaultCreditSubItemName	String	OfficeMemberExOfficeMemberSettingDefaultCreditSubItemName
OfficeMemberExOfficeMemberSettingDefaultCreditSubItemCode	String	OfficeMemberExOfficeMemberSettingDefaultCreditSubItemCode
OfficeMemberExOfficeMemberSettingDefaultCreditSubItemId	String	OfficeMemberExOfficeMemberSettingDefaultCreditSubItemId
OfficeMemberExOfficeMemberSettingIsTemplateOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsTemplateOnDisplay
OfficeMemberExOfficeMemberSettingDefaultCreditExciseId	String	OfficeMemberExOfficeMemberSettingDefaultCreditExciseId
OfficeMemberExOfficeMemberSettingDefaultCreditName	String	OfficeMemberExOfficeMemberSettingDefaultCreditName
OfficeMemberExOfficeMemberSettingDefaultCreditCode	String	OfficeMemberExOfficeMemberSettingDefaultCreditCode
OfficeMemberExOfficeMemberSettingDefaultCreditId	String	OfficeMemberExOfficeMemberSettingDefaultCreditId
OfficeMemberExOfficeMemberSettingDefaultProjectName	String	OfficeMemberExOfficeMemberSettingDefaultProjectName
OfficeMemberExOfficeMemberSettingDefaultProjectPriority	Int	OfficeMemberExOfficeMemberSettingDefaultProjectPriority
OfficeMemberExOfficeMemberSettingDefaultProjectCode	String	OfficeMemberExOfficeMemberSettingDefaultProjectCode
OfficeMemberExOfficeMemberSettingDefaultProjectIsActive	Bool	OfficeMemberExOfficeMemberSettingDefaultProjectIsActive
OfficeMemberExOfficeMemberSettingDefaultProjectParentId	String	OfficeMemberExOfficeMemberSettingDefaultProjectParentId
OfficeMemberExOfficeMemberSettingDefaultProjectRootId	String	OfficeMemberExOfficeMemberSettingDefaultProjectRootId
OfficeMemberExOfficeMemberSettingDefaultProjectId	String	OfficeMemberExOfficeMemberSettingDefaultProjectId
OfficeMemberExOfficeMemberSettingExMemberRoleId	Int	OfficeMemberExOfficeMemberSettingExMemberRoleId
OfficeMemberExOfficeMemberSettingIsAutoUpdateDefaultDepartmentId	Bool	OfficeMemberExOfficeMemberSettingIsAutoUpdateDefaultDepartmentId
OfficeMemberExOfficeMemberSettingIsCreditOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsCreditOnDisplay
OfficeMemberExOfficeMemberSettingIsExpenseSubAccountOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsExpenseSubAccountOnDisplay
OfficeMemberExOfficeMemberSettingApprovingPriority	Int	OfficeMemberExOfficeMemberSettingApprovingPriority
OfficeMemberExOfficeMemberSettingId	String	OfficeMemberExOfficeMemberSettingId
OfficeMemberExOfficeMemberSettingIsExciseOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsExciseOnDisplay
OfficeMemberExOfficeMemberSettingDefaultTransportationItemName	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemName
OfficeMemberExOfficeMemberSettingDefaultTransportationItemId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemCode	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemCode
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemIsActive	Bool	OfficeMemberExOfficeMemberSettingDefaultTransportationItemIsActive
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemExciseId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemExciseId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemItemId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemItemId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemName	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemName
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemCode	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemCode
OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemId2	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemSubItemId2
OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseRate	Decimal	OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseRate
OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseCode	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseCode
OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseLongName	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseLongName
OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemExciseId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemExciseId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemName	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemName
OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemCode	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemCode
OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemId	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemId
OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemId2	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemItemId2
OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseId2	String	OfficeMemberExOfficeMemberSettingDefaultTransportationItemDefaultExciseId2
OfficeMemberExOfficeMemberSettingDefaultDepartmentDispOrder	Int	OfficeMemberExOfficeMemberSettingDefaultDepartmentDispOrder
OfficeMemberExOfficeMemberSettingDefaultDepartmentAncestryDepth	Int	OfficeMemberExOfficeMemberSettingDefaultDepartmentAncestryDepth
OfficeMemberExOfficeMemberSettingDefaultDepartmentName	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentName
OfficeMemberExOfficeMemberSettingDefaultDepartmentId	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentId
OfficeMemberExOfficeMemberSettingDefaultDepartmentCode	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentCode
OfficeMemberExOfficeMemberSettingDefaultDepartmentIsActive	Bool	OfficeMemberExOfficeMemberSettingDefaultDepartmentIsActive
OfficeMemberExOfficeMemberSettingDefaultDepartmentParentId	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentParentId
OfficeMemberExOfficeMemberSettingDefaultDepartmentRootId	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentRootId
OfficeMemberExOfficeMemberSettingDefaultDepartmentExJournalDepartmentId	String	OfficeMemberExOfficeMemberSettingDefaultDepartmentExJournalDepartmentId
OfficeMemberExOfficeMemberSettingUseAgent	Bool	OfficeMemberExOfficeMemberSettingUseAgent
OfficeMemberExOfficeMemberSettingIsReportNumberOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsReportNumberOnDisplay
OfficeMemberExOfficeMemberSettingIsProjectOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsProjectOnDisplay
OfficeMemberExOfficeMemberSettingIsDepartmentOnDisplay	Bool	OfficeMemberExOfficeMemberSettingIsDepartmentOnDisplay
OfficeMemberExActivatedAt	Datetime	OfficeMemberExActivatedAt
OfficeMemberDepartmentDispOrder	Int	OfficeMemberDepartmentDispOrder
OfficeMemberDepartmentAncestryDepth	Int	OfficeMemberDepartmentAncestryDepth
OfficeMemberDepartmentName	String	OfficeMemberDepartmentName
OfficeMemberDepartmentId	String	OfficeMemberDepartmentId
OfficeMemberDepartmentCode	String	OfficeMemberDepartmentCode
OfficeMemberDepartmentIsActive	Bool	OfficeMemberDepartmentIsActive
OfficeMemberDepartmentParentId	String	OfficeMemberDepartmentParentId
OfficeMemberDepartmentRootId	String	OfficeMemberDepartmentRootId
OfficeMemberDepartmentExJournalDepartmentId	String	OfficeMemberDepartmentExJournalDepartmentId
ErrorMessage	String	ErrorMessage
MfFileUpdatedAt	Datetime	MfFileUpdatedAt
MfFileName	String	MfFileName
MfFileContentType	String	MfFileContentType
MfFileCreatedAt	Datetime	MfFileCreatedAt
MfFileId	String	MfFileId
ProjectId	String	ProjectId
ItemId	String	ItemId
ProjectName	String	ProjectName
ProjectPriority	Int	ProjectPriority
ProjectCode	String	ProjectCode
ProjectIsActive	Bool	ProjectIsActive
ProjectParentId	String	ProjectParentId
ProjectRootId	String	ProjectRootId
ProjectId2	String	ProjectId2
FamilyState	Int	FamilyState
UpdatedAt	Datetime	UpdatedAt
ReceiptType	String	ReceiptType
CreditId	String	CreditId
ExReportSuspensePaymentReports	String	ExReportSuspensePaymentReports
ExReportCreatedAt	Datetime	ExReportCreatedAt
ExReportExReportTypeId	String	ExReportExReportTypeId
ExReportApprovedAt	Datetime	ExReportApprovedAt
ExReportId	String	ExReportId
ExReportSubmittedAt	Datetime	ExReportSubmittedAt
ExReportStatus	String	ExReportStatus
ExReportUpdatedAt	Datetime	ExReportUpdatedAt
ExReportTitle	String	ExReportTitle
ExReportOfficeMemberId	String	ExReportOfficeMemberId
DepartmentDispOrder	Int	DepartmentDispOrder
DepartmentAncestryDepth	Int	DepartmentAncestryDepth
DepartmentName	String	DepartmentName
DepartmentId2	String	DepartmentId2
DepartmentCode	String	DepartmentCode
DepartmentIsActive	Bool	DepartmentIsActive
DepartmentParentId	String	DepartmentParentId
DepartmentRootId	String	DepartmentRootId
DepartmentExJournalDepartmentId	String	DepartmentExJournalDepartmentId
Jpyrate	Decimal	Jpyrate
CreditExciseId	String	CreditExciseId
CreditName	String	CreditName
CreditCode	String	CreditCode
CreditId2	String	CreditId2
CreatedAt	Datetime	CreatedAt
AutomaticStatus	String	AutomaticStatus
ItemName	String	ItemName
ItemId2	String	ItemId2
ItemCode	String	ItemCode
ItemSubItemId	String	ItemSubItemId
ItemIsActive	Bool	ItemIsActive
ItemSubItemExciseId	String	ItemSubItemExciseId
ItemSubItemItemId	String	ItemSubItemItemId
ItemSubItemName	String	ItemSubItemName
ItemSubItemCode	String	ItemSubItemCode
ItemSubItemId2	String	ItemSubItemId2
ItemDefaultExciseRate	Decimal	ItemDefaultExciseRate
ItemDefaultExciseCode	String	ItemDefaultExciseCode
ItemDefaultExciseLongName	String	ItemDefaultExciseLongName
ItemDefaultExciseId	String	ItemDefaultExciseId
ItemItemExciseId	String	ItemItemExciseId
ItemItemName	String	ItemItemName
ItemItemCode	String	ItemItemCode
ItemItemId	String	ItemItemId
ItemItemId2	String	ItemItemId2
ItemDefaultExciseId2	String	ItemDefaultExciseId2
ExTransactionCustomFieldValuesExTransactionCustomFieldId	String	ExTransactionCustomFieldValuesExTransactionCustomFieldId
ExTransactionCustomFieldValuesName	String	ExTransactionCustomFieldValuesName
ExTransactionCustomFieldValuesExTransactionCustomFieldLabel	String	ExTransactionCustomFieldValuesExTransactionCustomFieldLabel
ExTransactionCustomFieldValuesExTransactionCustomFieldType	String	ExTransactionCustomFieldValuesExTransactionCustomFieldType
ExTransactionCustomFieldValuesDisplayValue	String	ExTransactionCustomFieldValuesDisplayValue
CreditSubItemExciseId	String	CreditSubItemExciseId
CreditSubItemItemId	String	CreditSubItemItemId
CreditSubItemName	String	CreditSubItemName
CreditSubItemCode	String	CreditSubItemCode
CreditSubItemId	String	CreditSubItemId
InvoiceKind	Int	InvoiceKind
RecognizedAt	Date	RecognizedAt
WaitingMessage	String	WaitingMessage
ExciseId	String	ExciseId
CreditSubItemId2	String	CreditSubItemId2
ExciseCode	String	ExciseCode
WarningMessage	String	WarningMessage
ExciseRate	Decimal	ExciseRate
ExciseCode2	String	ExciseCode2
ExciseLongName	String	ExciseLongName
ExciseId2	String	ExciseId2

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

---

Property	Description
OfficeId	Id of the office. Required for most queries.

OAuth

---

Property	Description
OAuthClientId	Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecret	Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

SSL

---

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

---

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Proxy

---

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

---

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

---

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous

---

Property	Description
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

---

Property	Description
OfficeId	Id of the office. Required for most queries.

Id of the office. Required for most queries.

Remarks

Id of the office. Required for most queries. This value restricts query results to the specified office. If you do not have direct access to the SQL query, you can set this connection property instead.

If you do have access to the query, you can override the connection property value for a specific query by setting the OfficeId pseudo column.

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

---

Property	Description
OAuthClientId	Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecret	Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

---

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

---

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol	Default Port	Description
TUNNEL	80	The port where the Sync App opens a connection to Money Forward Expense. Traffic flows back and forth via the proxy at this location.
SOCKS4	1080	The port where the Sync App opens a connection to Money Forward Expense. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5	1080	The port where the Sync App sends data to Money Forward Expense. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

---

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

The hostname or IP address of the proxy server that you want to route HTTP traffic through.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

The authentication type can be one of the following:

• BASIC: The Sync App performs HTTP BASIC authentication.
• DIGEST: The Sync App performs HTTP DIGEST authentication.
• NTLM: The Sync App retrieves an NTLM token.
• NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
• NONE: Set this when the ProxyServer does not require authentication.

For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

The username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value	Value to set for ProxyUser
BASIC	The user name of a user registered with the proxy server.
DIGEST	The user name of a user registered with the proxy server.
NEGOTIATE	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE	Do not set the ProxyPassword connection property.

The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.

The password associated with the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value	Value to set for ProxyPassword
BASIC	The password associated with the proxy server user specified in ProxyUser.
DIGEST	The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE	The password associated with the Windows user account specified in ProxyUser.
NTLM	The password associated with the Windows user account specified in ProxyUser.
NONE	Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.

The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTO	Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

---

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.

For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.

The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.

For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

---

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\MFExpense Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

---

Property	Description
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT	Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Remarks

This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:

{
	"MyView": {
		"query": "SELECT * FROM Offices WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.

Refer to User Defined Views for more information.