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Connect to live data from Clio with the API Driver

Connect to Clio

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Load Clio Data to a Database Using Embulk


Use CData JDBC drivers with the open source ETL/ELT tool Embulk to load Clio data to a database.

Embulk is an open source bulk data loader. When paired with the CData API Driver for JDBC, Embulk easily loads data from Clio to any supported destination. In this article, we explain how to use the CData API Driver for JDBC in Embulk to load Clio data to a MySQL dtabase.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Clio data. When you issue complex SQL queries to Clio, the driver pushes supported SQL operations, like filters and aggregations, directly to Clio and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Configure a JDBC Connection to Clio Data

Before creating a bulk load job in Embulk, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData API Driver for JDBC\lib).

Embulk supports JDBC connectivity, so you can easily connect to Clio and execute SQL queries. Before creating a bulk load job, create a JDBC URL for authenticating with 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.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Clio JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

Below is a typical JDBC connection string for Clio:

jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

Load Clio Data in Embulk

After installing the CData JDBC Driver and creating a JDBC connection string, install the required Embulk plugins.

Install Embulk Input & Output Plugins

  1. Install the JDBC Input Plugin in Embulk.
    https://github.com/embulk/embulk-input-jdbc/tree/master/embulk-input-jdbc
    2. embulk gem install embulk-input-jdbc
  2. In this article, we use MySQL as the destination database. You can also choose SQL Server, PostgreSQL, or Google BigQuery as the destination using the output Plugins.
    https://github.com/embulk/embulk-output-jdbc/tree/master/embulk-output-mysql embulk gem install embulk-output-mysql

With the input and output plugins installed, we are ready to load Clio data into MySQL using Embulk.

Create a Job to Load Clio Data

Start by creating a config file in Embulk, using a name like api-mysql.yml.

  1. For the input plugin options, use the CData API Driver for JDBC, including the path to the driver JAR file, the driver class (e.g. cdata.jdbc.api.APIDriver), and the JDBC URL from above
  2. For the output plugin options, use the values and credentials for the MySQL database

Sample Config File (api-mysql.yml)

in: type: jdbc driver_path: C:\Program Files\CData[product_name] 20xx\lib\cdata.jdbc.api.jar driver_class: cdata.jdbc.api.APIDriver url: jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url; table: "Bills" out: type: mysql host: localhost database: DatabaseName user: UserId password: UserPassword table: "Bills" mode: insert

After creating the file, run the Embulk job.

embulk run api-mysql.yml

After running the the Embulk job, find the Salesforce data in the MySQL table.

Load Filtered Clio Data

In addition to loading data directly from a table, you can use a custom SQL query to have more granular control of the data loaded. You can also perform increment loads by setting a last updated column in a SQL WHERE clause in the query field.

in: type: jdbc driver_path: C:\Program Files\CData[product_name] 20xx\lib\cdata.jdbc.api.jar driver_class: cdata.jdbc.api.APIDriver url: jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url; query: "SELECT Id, Total FROM Bills WHERE [RecordId] = 1" out: type: mysql host: localhost database: DatabaseName user: UserId password: UserPassword table: "Bills" mode: insert

More Information & Free Trial

By using CData API Driver for JDBC as a connector, Embulk can integrate Clio data into your data load jobs. And with drivers for more than 200+ other enterprise sources, you can integrate any enterprise SaaS, big data, or NoSQL source as well. Download a 30-day free trial and get started today.