The CData Sync App provides a straightforward way to continuously pipeline your Wave Financial data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Wave Financial connector can be used from the CData Sync application to pull data from Wave Financial and move it to any of the supported destinations.
The Sync App leverages the Wave Financial API to enable bidirectional access to Wave Financial.
For required properties, see the Settings tab.
For connection properties that are not typically required, see the Advanced tab.
The following subsections describe how to authenticate to Wave Financial from three common authentication flows:
For information about creating a custom OAuth application, and why you might want to create one even for auth flows that have embedded OAuth credentials, see Creating a Custom OAuth Application.
For a complete list of connection string properties available in Wave Financial, see Connection.
The Sync App refreshes the access token automatically when it expires.
Automatic refresh of the OAuth access token
To have the Sync App automatically refresh the OAuth access token, do the following:
Manual refresh of the OAuth Access Token
The only value needed to manually refresh the OAUth access token is the OAuth refresh token.
Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.
This section details a selection of advanced features of the Wave Financial Sync App.
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 .
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" .
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
For further information, see Query Processing.
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.
To authenticate to an HTTP proxy, set the following:
Set the following properties:
The CData Sync App models Wave Financial objects as relational tables and views.
A Wave Financial object has relationships to other objects; in the tables, these relationships are expressed through foreign keys. The following sections show the available API objects and provide more information on executing SQL to Wave Financial APIs.
Schemas for most database objects are defined in simple, text-based configuration files.
Views describes the available views. Views are statically defined to model Accounts, Customers, Products, and more.
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.
| Name | Description |
| Accounts | Chart of Accounts for the business. |
| AccountSubtypes | List subtypes of accounts. |
| AccountTypes | List types of accounts. |
| Businesses | List businesses. |
| Countries | List countries. |
| Currencies | List currencies. |
| Customers | List of customers for the business. |
| InvoiceItems | The line items (product, unit and price) that make up the invoiced sale. |
| InvoiceItemTaxes | List of taxes applied to an invoice item. |
| Invoices | List of invoices for the business. |
| ProductDefaultSalesTaxes | Default sales taxes to apply on product. |
| ProductDefaultSalesTaxRates | Tax rates with their effective dates of application. |
| Products | List of products (and services) for the business. |
| Provinces | List of principal subdivisions. |
| SalesTaxes | List of sales taxes for the business. |
| SalesTaxRates | Tax rates with their effective dates of application |
| Vendors | List of vendors for the business. |
Chart of Accounts for the business.
SELECT * FROM Accounts WHERE Id = 'QWNjb3VudDo4MDEyMDg4OD3MWUwYWYtZDZiZS00OGI3LWE1ZTAtNmYyNzU4N2IwNGNi'
SELECT * FROM Accounts WHERE BusinessId = 'QnVzaW5lc3M6MDU3MWUwYWYtZDZiZS00OGI3LWE1ZTAtNmYyNzU4N2IwNGNi'
SELECT * FROM Accounts WHERE Name = 'Accounting Fees'
SELECT * FROM Accounts WHERE TypeValue = 'EXPENSE'
SELECT * FROM Accounts WHERE SubtypeValue = 'CASH_AND_BANK'
SELECT * FROM Accounts WHERE IsArchived = true
SELECT * FROM Accounts WHERE TypeValue IN ('EXPENSE', 'LIABILITY')
SELECT * FROM Accounts WHERE SubtypeValue IN ('COST_OF_GOODS_SOLD', 'EXPENSE')
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | Unique identifier for the account. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| Name | String | Name of the account. | ||
| Description | String | User defined description for the account. | ||
| DisplayId | String | User defined id for the account. | ||
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| TypeValue | String | Account type value. | ||
| SubtypeValue | String | Account subtype value. | ||
| NormalBalanceType | String | Credit or Debit. | ||
| IsArchived | Bool | Indicates whether the account is hidden from view by default. | ||
| Sequence | Int | Numerically increasing version, each representing a revision of account data. As soon as something modifies an account, its sequence is incremented. | ||
| Balance | Decimal | The balance of the account as of the current date. | ||
| BalanceInBusinessCurrency | Decimal | The balance of the account as of the current date in the business currency. |
List subtypes of accounts.
| Name | Type | References | SupportedOperators | Description |
| Value [KEY] | String | Account subtype value. | ||
| Name | String | Account subtype name. | ||
| AccountTypeName | String | Account type name for the subtype. | ||
| Archivable | Bool | Indicates if accounts of this subtype can be archived. | ||
| SystemCreated | Bool | Indicates if accounts of this subtype is system created accounts. |
List types of accounts.
SELECT * FROM AccountTypes
| Name | Type | References | SupportedOperators | Description |
| Value [KEY] | String | Account type value. | ||
| Name | String | Account type name. | ||
| NormalBalanceType | String | Normal balance type of the account type. |
List businesses.
SELECT name FROM Businesses WHERE Id = 'QnVzaW5lc3M6MDU3MWUwYWYtGI3LWE1ZTAtNmYyNzU4N2IwNGNi'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | The unique identifier for the business. | ||
| Name | String | The name of the business. | ||
| IsPersonal | Bool | Is the business a personal one with limited functionality compared to regular businesses. | ||
| OrganizationalType | String | The organization type of the business. | ||
| TypeName | String | The description of the business type in human-friendly form. | ||
| TypeValue | String | The enum value of the business type. | ||
| SubtypeName | String | The description of the business subtype in human-friendly form. | ||
| SubtypeValue | String | The enum value of the business subtype. | ||
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| Timezone | String | The timezone of the business. | ||
| AddressLine1 | String | Address line 1 (Street address/PO Box/Company name). | ||
| AddressLine2 | String | Address line 2 (Apartment/Suite/Unit/Building). | ||
| AddressCity | String | City/District/Suburb/Town/Village. | ||
| AddressProvinceCode | String |
Provinces.Code | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | |
| AddressCountryCode | String |
Countries.Code | Country code. | |
| AddressPostalCode | String | Zip/Postal Code. | ||
| Phone | String | The phone number of the business. | ||
| Fax | String | The fax number of the business. | ||
| Mobile | String | The mobile/cell number of the business. | ||
| TollFree | String | The toll free number of the business. | ||
| Website | String | The website of the business. | ||
| IsArchived | Bool | Is the business hidden from view by default. | ||
| CreatedAt | Datetime | When the business was created. | ||
| ModifiedAt | Datetime | When the business was last modified. |
List countries.
SELECT * FROM Countries WHERE Code = 'US'
| Name | Type | References | SupportedOperators | Description |
| Code [KEY] | String | Country code. | ||
| Name | String | Plain-language representation. | ||
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| NameWithArticle | String | Name of the country with the appropriate article. |
List currencies.
SELECT * FROM Currencies WHERE Code = 'USD'
| Name | Type | References | SupportedOperators | Description |
| Code [KEY] | String | Currency code. | ||
| Symbol | String | Symbol used to denote that a number is a monetary value. | ||
| Name | String | Plain-language representation. | ||
| Plural | String | Plural version of currency name. | ||
| Exponent | Int | Expresses the relationship between a major currency unit and its minor currency unit. The number of digits found to the right of the decimal place to represent the fractional part of this currency (assumes a base of 10). |
List of customers for the business.
SELECT * FROM Customers WHERE Id = 'QnVzaW5lc3M6NjE2MtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdlO0N1c3RvbWVyOjMyNzkyMTY1' SELECT * FROM Customers WHERE BusinessId = 'QnVYtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdl' SELECT * FROM Customers WHERE ModifiedAt > '2019-10-30 07:14:55.0' AND ModifiedAt < '2019-10-30 07:18:03.0'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | Unique identifier for the customer. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| Name | String | Name or business name of the customer. | ||
| FirstName | String | First name of the principal contact. | ||
| LastName | String | Last name of the principal contact. | ||
| String | Email of the principal contact. | |||
| AddressAddressLine1 | String | Address line 1 (Street address/PO Box/Company name). | ||
| AddressAddressLine2 | String | Address line 2 (Apartment/Suite/Unit/Building). | ||
| AddressCity | String | City/District/Suburb/Town/Village. | ||
| AddressProvinceCode | String |
Provinces.Code | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | |
| AddressCountryCode | String |
Countries.Code | Country code. | |
| AddressPostalCode | String | Zip/Postal Code. | ||
| DisplayId | String | User defined id for the customer. Commonly referred to as Account Number. | ||
| Mobile | String | Mobile telephone number of the principal contact. | ||
| Phone | String | Telephone number of the customer. | ||
| Fax | String | Fax number of the customer. | ||
| TollFree | String | Toll-free number of the customer. | ||
| Website | String | Website address of the customer. | ||
| InternalNotes | String | Internal notes about the customer. | ||
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| ShippingName | String | Name or business name of the customer. | ||
| ShippingAddressLine1 | String | Address line 1 (Street address/PO Box/Company name). | ||
| ShippingAddressLine2 | String | Address line 2 (Apartment/Suite/Unit/Building). | ||
| ShippingAddressCity | String | City/District/Suburb/Town/Village. | ||
| ShippingAddressProvinceCode | String |
Provinces.Code | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | |
| ShippingAddressCountryCode | String |
Countries.Code | Country code. | |
| ShippingAddressPostalCode | String | Zip/Postal Code. | ||
| ShippingPhone | String | Telephone number of the customer. | ||
| ShippingInstructions | String | Delivery instructions for handling. | ||
| CreatedAt | Datetime | When the customer was created. | ||
| ModifiedAt | Datetime | When the customer was last modified. | ||
| IsArchived | Bool | Whether or not the customer is archived. |
The line items (product, unit and price) that make up the invoiced sale.
SELECT * FROM InvoiceItems WHERE InvoiceId = 'QnVzaW5lc3M6MTY4NTYtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdl'
| Name | Type | References | SupportedOperators | Description |
| ProductId [KEY] | String |
Products.Id | Unique identifier for the associated product. | |
| InvoiceId [KEY] | String |
Invoices.Id | Unique identifier for the invoice. | |
| Quantity | Decimal | Number of units. | ||
| UnitPrice | Decimal | Price per unit. | ||
| SubtotalValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| SubtotalCurrencyCode | String |
Currencies.Code | Currency code. | |
| TotalValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| TotalCurrencyCode | String |
Currencies.Code | Currency code. | |
| AccountId | String | Unique identifier for the account. |
List of taxes applied to an invoice item.
SELECT * FROM InvoiceItemTaxes
| Name | Type | References | SupportedOperators | Description |
| SalesTaxId [KEY] | String | The unique identifier for the sales tax. | ||
| ProductId [KEY] | String |
Products.Id | Associated product Id. | |
| AmountValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| AmountCurrencyCode | String |
Currencies.Code | Currency code. |
List of invoices for the business.
SELECT * FROM Invoices WHERE BusinessId = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdl' SELECT * FROM Invoices WHERE CustomerID = 'QnVzaW5lc3M6NjE2MTY4NzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdlO0N1c3RvbWVyOjMyNzkyMTEz' SELECT * FROM Invoices WHERE ModifiedAt < '2020-02-26 18:02:06.171' SELECT * FROM Invoices WHERE InvoiceDate >= '2020-07-03' SELECT * FROM Invoices WHERE Status = 'SENT' SELECT * FROM Invoices WHERE CurrencyCode = 'USD'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | Unique identifier for the invoice. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| CreatedAt | Datetime | When the invoice was created. | ||
| ModifiedAt | Datetime | When the invoice was last modified. | ||
| PdfUrl | String | URL to access PDF representation of the invoice. | ||
| ViewUrl | String | URL to view the invoice online as seen by a customer. | ||
| CustomerId | String |
Customers.id | Unique identifier for the customer. | |
| CustomerName | String | The customer's name. | ||
| Status | String | Status of the Invoice.
The allowed values are DRAFT, OVERDUE, PAID, PARTIAL, SAVED, SENT, UNPAID, VIEWED. | ||
| Title | String | Invoice title at the top of the document. | ||
| Subhead | String | Invoice subheading text. | ||
| InvoiceNumber | String | Unique number assigned to the invoice. | ||
| PoNumber | String | Purchase order or sales order number for the invoice. | ||
| InvoiceDate | Date | Date when invoice is issued. | ||
| DueDate | Date | Date when payment is due. | ||
| AmountDueValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| AmountDueCurrencyCode | String |
Currencies.Code | Currency code. | |
| AmountPaidValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| AmountPaidCurrencyCode | String |
Currencies.Code | Currency code. | |
| TaxTotalValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| TaxTotalCurrencyCode | String |
Currencies.Code | Currency code. | |
| TotalValue | Decimal | Amount represented as a combination of the major and minor currency unit (uses a decimal separator). | ||
| TotalCurrencyCode | String |
Currencies.Code | Currency code. | |
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| ExchangeRate | Decimal | Exchange rate to business's currency from the invoice's currency. Used to value the invoice income within Wave's accounting transactions. | ||
| Memo | String | Invoice memo (notes) text. | ||
| Footer | String | Invoice footer text. | ||
| DisableCreditCardPayments | Bool | Within a business that is enabled to accept credit card payments, indicates if this individual invoice has been marked to not be payable by card. | ||
| DisableBankPayments | Bool | Within a business that is enabled to accept bank payments, indicates if this individual invoice has been marked to not be payable by bank payment. | ||
| ItemTitle | String | The label for the 'Item' column in the line items listing. | ||
| UnitTitle | String | The label for the 'Unit' column in the listing of line items on the invoice. | ||
| PriceTitle | String | The label for the 'Price' column in the listing of line items on the invoice. | ||
| AmountTitle | String | The label for the 'Amount' (= unit x price) column in the listing of line items on the invoice. | ||
| HideName | Bool | Indicates whether item's product name in item column is hidden in the line items listing. | ||
| HideDescription | Bool | Indicates whether item's description in item column is hidden in the line items listing. | ||
| HideUnit | Bool | Indicates whether item's unit is hidden in the line items listing. | ||
| HidePrice | Bool | Indicates whether item's price is hidden in the line items listing. | ||
| HideAmount | Bool | Indicates whether item's amount is hidden in the line items listing. | ||
| LastSentAt | Datetime | When the invoice was last sent. | ||
| LastSentVia | String | How the invoice was last sent. | ||
| LastViewedAt | Datetime | When the invoice was last viewed by the customer. | ||
| DisableAmexPayments | Bool | Within a business that is enabled to accept credit card payments, indicates if this individual invoice has been marked to not be payable by American Express. |
Default sales taxes to apply on product.
SELECT * FROM ProductDefaultSalesTaxes WHERE ProductId = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y' SELECT * FROM ProductDefaultSalesTaxes WHERE BusinessId = 'QnVzaW5lc3M6NjE2MTY4NzVlMSyOjMyNzkyMTEz'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | The unique identifier for the sales tax. | ||
| ProductId [KEY] | String |
Products.Id | Unique identifier for the product. | |
| BusinessId | String |
Businesses.Id | The unique identifier for the business. | |
| Name | String | Name of the tax. | ||
| Abbreviation | String | A short form or code representing the sales tax. | ||
| Description | String | User defined description for the sales tax. | ||
| TaxNumber | String | The tax's issued identification number from a taxing authority. | ||
| ShowTaxNumberOnInvoices | Bool | Display tax number beside the tax name on an invoice. | ||
| Rate | Decimal | Tax rate effective on 'for' date, or current date if no parameter, as a decimal (e.g. 0.15 represents 15%). | ||
| IsCompound | Bool | Is a compound tax, or stacked tax. This tax is calculated on top of the subtotal and other tax amounts. | ||
| IsRecoverable | Bool | Is a recoverable tax. It is recoverable if you can deduct the tax that you as a business paid from the tax that you have collected. | ||
| IsArchived | Bool | Is the sales tax hidden from view by default. | ||
| CreatedAt | Datetime | When the sales tax was created. | ||
| ModifiedAt | Datetime | When the sales tax was last modified. |
Tax rates with their effective dates of application.
SELECT * FROM ProductDefaultSalesTaxRates WHERE ProductId = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y' SELECT * FROM ProductDefaultSalesTaxRates WHERE BusinessId = 'QnVzaW5lc3M6NjE2MTY4NzVlMSyOjMyNzkyMTEz'
| Name | Type | References | SupportedOperators | Description |
| SalesTaxId [KEY] | String | The unique identifier for the sales tax. | ||
| ProductId [KEY] | String |
Products.Id | Unique identifier for the product. | |
| BusinessId | String |
Businesses.Id | The unique identifier for the business. | |
| Effective | Date | Date from which the sales tax rate applies. | ||
| Rate | Decimal | Tax rate applying from the effective date as a decimal (e.g. 0.15 represents 15%). |
List of products (and services) for the business.
SELECT * FROM Products WHERE BusinessId = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdl' SELECT * FROM Products WHERE Id = 'QzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdlO0N1c3RvbWVyOjMyNzkyMTEz' SELECT * FROM Products WHERE IsSold = true SELECT * FROM Products WHERE IsBought = true SELECT * FROM Products WHERE IsArchived = true SELECT * FROM Products WHERE ModifiedAt < '2020-07-03 08:28:56.0'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | Unique identifier for the product. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| Name | String | Name of the product. | ||
| Description | String | Description of the product. | ||
| UnitPrice | Decimal | Price per unit in the major currency unit. | ||
| IsSold | Bool | Is product sold by the business. Allow this product or service to be added to Invoices. | ||
| IsBought | Bool | Is product bought by the business. Allow this product or service to be added to Bills. | ||
| IncomeAccountId | String |
Accounts.Id | Unique identifier for the account. | |
| ExpenseAccountId | String |
Accounts.Id | Unique identifier for the account. | |
| IsArchived | Bool | Is the product hidden from view by default. | ||
| CreatedAt | Datetime | When the product was created. | ||
| ModifiedAt | Datetime | When the product was last modified. |
List of principal subdivisions.
SELECT * FROM Provinces WHERE CountryCode = 'US'
| Name | Type | References | SupportedOperators | Description |
| Code [KEY] | String | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | ||
| CountryCode | String |
Countries.Code | Country code. | |
| Name | String | Plain-language representation. |
List of sales taxes for the business.
SELECT * FROM SalesTaxes WHERE Id = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdl' SELECT * FROM SalesTaxes WHERE BusinessId = 'QnVzaW5lc3M6NjE2MTY4NzVlMS00YzkyLTg0Y2EtNzA0ZDM4MTcyNTdlO0N1c3RvbWVyOjMyNzkyMTEz' SELECT * FROM SalesTaxes WHERE ModifiedAt < '2020-02-26 18:02:06.171' SELECT * FROM SalesTaxes WHERE IsArchived = true
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | The unique identifier for the sales tax. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| Name | String | Name of the tax. | ||
| Abbreviation | String | A short form or code representing the sales tax. | ||
| Description | String | User defined description for the sales tax. | ||
| TaxNumber | String | The tax's issued identification number from a taxing authority. | ||
| ShowTaxNumberOnInvoices | Bool | Display tax number beside the tax name on an invoice. | ||
| Rate | Decimal | Tax rate effective on 'for' date, or current date if no parameter, as a decimal (e.g. 0.15 represents 15%). | ||
| IsCompound | Bool | Is a compound tax, or stacked tax. This tax is calculated on top of the subtotal and other tax amounts. | ||
| IsRecoverable | Bool | Is a recoverable tax. It is recoverable if you can deduct the tax that you as a business paid from the tax that you have collected. | ||
| IsArchived | Bool | Is the sales tax hidden from view by default. | ||
| CreatedAt | Datetime | When the sales tax was created. | ||
| ModifiedAt | Datetime | When the sales tax was last modified. |
Tax rates with their effective dates of application
| Name | Type | References | SupportedOperators | Description |
| SalesTaxId [KEY] | String |
SalesTaxes.Id | The unique identifier for the sales tax. | |
| BusinessId | String |
Businesses.Id | The unique identifier for the business. | |
| Effective | Date | Date from which the sales tax rate applies. | ||
| Rate | Decimal | Tax rate applying from the effective date as a decimal (e.g. 0.15 represents 15%). |
List of vendors for the business.
SELECT * FROM Vendors WHERE Id = 'QnVzaW5lc3M6NjE2MTYtYzVlMS00YzkyLTg0Y2DM4MTcyNTdl' SELECT * FROM Vendors WHERE ModifiedAt < '2020-02-26 18:02:06.171'
| Name | Type | References | SupportedOperators | Description |
| Id [KEY] | String | Unique identifier for the customer. | ||
| BusinessId | String |
Businesses.id | The unique identifier for the business. | |
| Name | String | Name or business name of the vendor. | ||
| AddressLine1 | String | Address line 1 (Street address/PO Box/Company name). | ||
| AddressLine2 | String | Address line 2 (Apartment/Suite/Unit/Building). | ||
| AddressCity | String | City/District/Suburb/Town/Village. | ||
| AddressProvinceCode | String |
Provinces.Code | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | |
| AddressCountryCode | String |
Countries.Code | Country code. | |
| AddressPostalCode | String | Zip/Postal Code. | ||
| FirstName | String | The first name of the principal contact. | ||
| LastName | String | The last name of the principal contact. | ||
| DisplayId | String | User defined id for the vendor. Commonly referred to as Account Number. | ||
| String | Email of the principal vendor. | |||
| Mobile | String | The mobile number of the vendor. | ||
| Phone | String | The phone number of the vendor. | ||
| Fax | String | Fax number of the vendor. | ||
| TollFree | String | Toll-free number of the vendor. | ||
| Website | String | Website address of the vendor. | ||
| InternalNotes | String | Internal notes about the vendor. | ||
| CurrencyCode | String |
Currencies.Code | Currency code. | |
| ShippingName | String | Name or business name of the customer. | ||
| ShippingAddressLine1 | String | Address line 1 (Street address/PO Box/Company name). | ||
| ShippingAddressLine2 | String | Address line 2 (Apartment/Suite/Unit/Building). | ||
| ShippingAddressCity | String | City/District/Suburb/Town/Village. | ||
| ShippingAddressProvinceCode | String |
Provinces.Code | [ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) identifier. | |
| ShippingAddressCountryCode | String |
Countries.Code | Country code. | |
| ShippingAddressPostalCode | String | Zip/Postal Code. | ||
| ShippingPhone | String | Telephone number of the customer. | ||
| ShippingInstructions | String | Delivery instructions for handling. | ||
| CreatedAt | Datetime | When the vendor was created. | ||
| ModifiedAt | Datetime | When the vendor was last modified. | ||
| IsArchived | Bool | Whether or not the vendor is archived. |
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.
| Property | Description |
| AuthScheme | The type of authentication to use when connecting to Wave Financial. |
| APIToken | The API token obtained when you register a Wave Financial application. |
| 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. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| 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. |
| 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. |
| 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. |
| 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 . |
| 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 |
| AuthScheme | The type of authentication to use when connecting to Wave Financial. |
| APIToken | The API token obtained when you register a Wave Financial application. |
The type of authentication to use when connecting to Wave Financial.
The API token obtained when you register a Wave Financial application.
You can obtain an API Token using the following steps:
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.
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.
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.
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.
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 Wave Financial. Traffic flows back and forth via the proxy at this location. |
| SOCKS4 | 1080 | The port where the Sync App opens a connection to Wave Financial. 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 Wave Financial. 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.
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.
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.
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.
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.
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.
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.
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.
The authentication type can be one of the following:
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.
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.
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.
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.
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.
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.
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\\WaveFinancial 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 .
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 .
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 .
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.
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.
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.
| 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.
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.
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.
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 Invoices 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.