Connecting to Corptax ODBC

[AshleenKenney]

Does anyone have any experience connecting to Corptax ODBC? I have added the Corptax ODBC Driver but can not connect. The connection Error I am receiving is

ERROR [08001][Corptax][ODBC] (103800 Unable to establish a connection with data source. Missing settings: {[contextName]} 

[DanM]

@AshleenKenney,

Just to make you aware, Corptax is not a supported data source for Alteryx, so you may not be able to connect to it. If you would like to see this added as a Data Source please add your Idea to the Designer Ideas board.

Thanks

DanM

[AshleenKenney]

Hi Dan,
Thanks for your response. I was recently at a KPMG/Corptax training session and they were displaying this Corptax ODBC0-Alteryx connection functionality so I know connection is possible. I spoke with a Corptax Support Rep this morning and they are working on sending me specific setup instructions for connecting. Are you just saying it is not a supported data source meaning connection could be possible but without support?


[Verizon]

Ashleen E. Kenney
Tax Manager | Verizon Lean Six Sigma Black Belt | CSC Corptax Certified Professional

900 Race Street, 6th Floor
Philadelphia, PA 19107

O 267.768.6063 | M 215.805.8844
ashleen.e.timoney@verizon.com

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[AshleenKenney · Accepted solution]

Attached are connection instructions received from Corptax. This worked for me.

[Chriszou]

Thanks for all the info. Do you by chance know if Alteryx can upload or write data back to CorpTax ODBC ? Thanks ! 

[AshleenKenney]

My understanding is that you can not push to Corptax via ODBC; only pulling of data is available via the ODBC connection.  We still use Corptax Office or an import file (generated via Alteryx output) to get data into Corptax 

[Chriszou]

Thank you very much ! Much appreciated for the info. 

[Chriszou]

Thanks for the guidance. Do you by chance know if the Corptax ODBC works on Alteryx server or it only works on the desktop version of Alteryx. 

Thank you. 

[AshleenKenney]

We have been unable to get the Corptax ODBC to work on the Alteryx Server; it only works for us on the desktop version of Alteryx which has been a huge process improvement hurdle. 

[AndrewSu]

@AshleenKenney ,  this is great!  Do you have any more recent documentation from Corptax that you can share? 

Thanks