Connect to Clio Data from PowerBuilder



This article demonstrates how to access Clio data from Appeon PowerBuilder using the CData ADO.NET Provider for Clio.

This article demonstrates using the CData ADO.NET Provider for Clio in PowerBuilder, showcasing the ease of use and compatibility of these standards-based controls across various platforms and development technologies that support Microsoft .NET, including Appeon PowerBuilder.

This article shows how to create a basic PowerBuilder application that uses the CData ADO.NET Provider for Clio to retrieve data.

  1. In a new WPF Window Application solution, add all the Visual Controls needed for the connection properties. 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;

    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.

  2. Add the DataGrid control from the .NET controls.
  3. Configure the columns of the DataGrid control. Below are several columns from the Account table: <DataGrid AutoGenerateColumns="False" Margin="13,249,12,14" Name="datagrid1" TabIndex="70" ItemsSource="{Binding}"> <DataGrid.Columns> <DataGridTextColumn x:Name="idColumn" Binding="{Binding Path=Id}" Header="Id" Width="SizeToHeader" /> <DataGridTextColumn x:Name="nameColumn" Binding="{Binding Path=Id}" Header="Id" Width="SizeToHeader" /> ... </DataGrid.Columns> </DataGrid>
  4. Add a reference to the CData ADO.NET Provider for Clio assembly.

Connect the DataGrid

Once the visual elements have been configured, you can use standard ADO.NET objects like Connection, Command, and DataAdapter to populate a DataTable with the results of an SQL query:

System.Data.CData.API.APIConnection conn conn = create System.Data.CData.API.APIConnection(connectionString) System.Data.CData.API.APICommand comm comm = create System.Data.CData.API.APICommand(command, conn) System.Data.DataTable table table = create System.Data.DataTable System.Data.CData.API.APIDataAdapter dataAdapter dataAdapter = create System.Data.CData.API.APIDataAdapter(comm) dataAdapter.Fill(table) datagrid1.ItemsSource=table.DefaultView

The code above can be used to bind data from the specified query to the DataGrid.

Ready to get started?

Connect to live data from Clio with the API Driver

Connect to Clio