Power BI Connector for TaxJar

Build 21.0.7930

Creating the Data Source Name

This section describes how to edit the DSN configuration and then authenticate and connect to TaxJar APIs.

Editing the DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process, as described in Installing the Connector.

Complete the following steps to edit the DSN configuration:

  1. Select Start > Search, and enter ODBC Data Sources in the Search box.
  2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
  3. Click the System DSN tab.
  4. Select the system data source and click Configure.
  5. Edit the information on the Connection tab and click OK.

Authenticating a TaxJar Account

To authenticate to the TaxJar API, you will need to first obtain the API Key from the TaxJar UI. Keep in mind that the API is available only for Professional and Premium TaxJar plans. If you already have a Professional or Premium plan you can find the APIKey by logging in the TaxJar UI and going to Account->TaxJar API. After obtaining the API Key you can set the APIKey connection property. That's all you need to do for a successful connection.

Extra Notes

  • By default the connector will retrieve data of the last 3 months in case the entity supports date range filtering. You can use the StartDate to set the minimum creation date of the data retrieved.
  • If the API Key has been created for a sandbox API account please set UseSandbox to true in order for a successful connection.
  • In case you are using a sandbox API account please keep in mind that not everything will work as expected. This is also documented in the TaxJar developer docs here: Sandbox Environment and here: Unsupported endpoints
  • The TaxJar API rate limiting is really generous. (10000 requests per minute for TaxJar Professional plans and 25000 per minute for the TaxJar Premium plans).
  • Because of the TaxJar API limits we are restricted to make an http request for each row in order to collect as much data as we can. We suggest to increase the value of the MaxThreads connection property.
  • The default value of MaxThreads has been set to 20 which means it will make at most 20 concurrent requests. To improve the performance of the connector consider increasing this value based on the machines resources.

Next Step

See Getting Data for the next step, which is connecting to the data that you want to work with.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930