Learn more
 

Ready to get started?

Connect to live data from Clio with the API Driver

Connect to Clio

In this article

Related articles

DataBind Clio Data to the DevExpress Data Grid


Use the CData ADO.NET Provider for Clio with the DevExpress Windows Forms and Web controls to provide Clio data to a chart.

The ADO.NET Provider for Clio by CData incorporates conventional ADO.NET data access components compatible with third-party controls. You can adhere to the standard ADO.NET data binding procedures to establish two-way access to real-time data through UI controls. This article will demonstrate the utilization of CData components for data binding with DevExpress UI Controls (Windows Forms and Web controls), specifically binding to a chart that visualizes live data.

Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
  • OAuthClientId: Set this to the client_id that is specified in you app settings.
  • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
  • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
  • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

Windows Forms Controls

The code below shows how to populate a DevExpress chart with Clio data. The APIDataAdapter binds to the Series property of the chart control. The Diagram property of the control defines the x- and y-axes as the column names.

using (APIConnection connection = new APIConnection( "Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;")) { APIDataAdapter dataAdapter = new APIDataAdapter( "SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'", connection); DataTable table = new DataTable(); dataAdapter.Fill(table); DevExpress.XtraCharts.Series series = new DevExpress.XtraCharts.Series(); chartControl1.Series.Add(series); series.DataSource = table; series.ValueDataMembers.AddRange(new string[] { "Total" }); series.ArgumentScaleType = DevExpress.XtraCharts.ScaleType.Qualitative; series.ArgumentDataMember = "Id"; series.ValueScaleType = DevExpress.XtraCharts.ScaleType.Numerical; chartControl1.Legend.Visibility = DevExpress.Utils.DefaultBoolean.False; ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; }

Web Controls

The code below shows how to populate a DevExpress Web control with Clio data. The APIDataAdapter binds to the Series property of the chart; the Diagram property defines the x- and y-axes as the column names.

using DevExpress.XtraCharts; using (APIConnection connection = new APIConnection( "Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;")) { APIDataAdapter APIDataAdapter1 = new APIDataAdapter("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'", connection); DataTable table = new DataTable(); APIDataAdapter1.Fill(table); DevExpress.XtraCharts.Series series = new Series("Series1", ViewType.Bar); WebChartControl1.Series.Add(series); series.DataSource = table; series.ValueDataMembers.AddRange(new string[] { "Total" }); series.ArgumentScaleType = ScaleType.Qualitative; series.ArgumentDataMember = "Id"; series.ValueScaleType = ScaleType.Numerical; ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; }