Access Clio Data in PHP through Connect Server

You can use CData Connect Server to access Clio data from SQL Server clients, without needing to perform an ETL or cache data. Follow the steps below to create a virtual SQL Server database for Clio and connect to Clio data in real time through PHP's standard SQL Server interface, i.e. sqlsrv_connect.

CData Connect Server provides a pure SQL Server interface for Clio, allowing you to easily build reports from live Clio data in PHP — without replicating the data to a natively supported database. As you build visualizations, PHP generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Clio, leveraging server-side processing to quickly return the requested Clio data.

Create a Virtual SQL Server Database for Clio Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Clio" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Clio.

   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.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Clio data from PHP.

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual SQL Server database:

• Server name/Host: Specify the remote host location where the service is running.
• Username: Specify the username for a user you authorized in Connect Server.
• Password: Specify the password for the authorized user account.
• Database Name: Specify the name of the virtual database you created for Clio.
• Port: Specify the port the service is running on, port 1433 in this example.

sqlsrv_connect

<?php
$serverName = "connect_server_url, 1433"; //Connect Server Address, portNumber (default is 1433)
$connectionInfo = array( "Database"=>"API1", "UID"=>"userName", "PWD"=>"password");
$conn = sqlsrv_connect( $serverName, $connectionInfo);

if( $conn ) {
     echo "Connection established.<br>";
}else{
     echo "Connection could not be established.<br>";
     die( print_r( sqlsrv_errors(), true));
}
?>

PDO

<?php
<?php
$user = my_connect_user
$pass = my_connect_pass

$pdo = new PDO("sqlsrv:Server=connect_server_url,1433;Database=API1", $user , $pass);

?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

1. Query the table; for example, Bills. The results will be stored as an associative array in the $result object.
2. Iterate over each row and column, printing the values to display in the PHP page.
3. Close the connection.

sqlsrv_connect

$result = $sqlsrv_connect->query("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$sqlsrv_connect->close();

PDO

$result = $pdo->query("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$result = null;
$pdo = null;

SQL Server Access to Clio Data using PHP

You have retrieved live Clio Data using PHP. Now, you can easily access data sources and more — all without replicating Clio data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.