The Lyftron Provider for OFX offers the most natural way to access OFX data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing OFX data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s OFX data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
- Comprehensive Delta load mechanism.
- Real-time access to OFX.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
The user must have credentials for OFX, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your OFX connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click OFX for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish OFX connection with Lyftron."OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;"
|Connection Name||Enter your connection details||Required|
|OFXUser||Enter OFX Username||Required|
|OFXPassword||Enter OFX Password||Required|
|Logfile**||Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx||Optional|
|Verbosity**||Choose verbosity 1-5 based on the severity of debugging||Optional|
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron OFX connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
You can work with all the tables in your account using the provider. The provider connects to Wasabi and gets the list of tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your Wasabi account, such as adding a new table, adding new columns, or changing the data type of a column, will immediately be reflected when you connect using the provider.
|Accounts||View||Query account information for all accounts accessible through a single login.|
|BankClosingDetails||View||Query bank statement closing details for a single bank account.|
|BankTransactions||View||Query bank transactions for a single bank account.|
|CCClosingDetails||View||Query credit card statement closing details for a single bank account.|
|CCTransactions||View||Query credit card transactions for a single credit account.|
|InvBalances||View||Query balances for a single investment account.|
|InvOpenOrders||View||Query open orders for a single investment account.|
|InvPositions||View||Query positions for a single investment account.|
|InvTransactions||View||Query transactions for a single investment account.|
|LoanClosingDetails||View||Query loan transactions for a single account.|
|LoanTransactions||View||Query loan transactions for a single account.|
To view a detailed advanced settings options, go to OFX Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.