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Connect to live data from Clio with the API Driver

Connect to Clio

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LINQ to Clio Data


LINQ offers versatile querying capabilities within the .NET Framework (v3.0+), offering a straightforward method for programmatic data access through CData ADO.NET Data Providers. In this article, we demonstrate the use of LINQ to retrieve information from the Clio Data Provider.

This article illustrates using LINQ to access tables within the Clio via the CData ADO.NET Data Provider for Clio. To achieve this, we will use LINQ to Entity Framework, which facilitates the generation of connections and can be seamlessly employed with any CData ADO.NET Data Providers to access data through LINQ.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

  1. In a new project in Visual Studio, right-click on the project and choose to add a new item. Add an ADO.NET Entity Data Model.
  2. Choose EF Designer from Database and click Next.
  3. Add a new Data Connection, and change your data source type to "CData Clio Data Source".

  4. Enter your data source connection information.

    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.

    Below is a typical connection string:

    Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;
  5. If saving your entity connection to App.Config, set an entity name. In this example we are setting APIEntities as our entity connection in App.Config.
  6. Enter a model name and select any tables or views you would like to include in the model.

Using the entity you created, you can now perform select commands. For example:

APIEntities context = new APIEntities(); var billsQuery = from bills in context.Bills select bills; foreach (var result in billsQuery) { Console.WriteLine("{0} {1} ", result.Id, result.Id); }

See "LINQ and Entity Framework" chapter in the help documentation for example queries of the supported LINQ.