Connect to Clio Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData API Driver for JDBC, HULFT Integrate can work with live Clio data. This article walks through connecting to Clio and moving the data into a CSV file.

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). Its built-in dynamic metadata querying allows you to work with and analyze Clio data using native data types.

Enable Access to Clio

To enable access to Clio data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.api.jar (and cdata.jdbc.api.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Clio Data

Once you copy the JAR files, you can create a project with access to Clio data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next
4. Name the script (e.g.: APItoCSV)

Once you create the project, add components to the script to copy Clio data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Clio. Set the following properties:
   • Name: Clio Connection Settings
   • Driver class name: 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;
     
     

     Built-in Connection String Designer

     For assistance 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.

     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. Write your SQL statement. For example:

   SELECT Id, Total FROM Bills

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Bills.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Clio Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Clio data into a CSV file.

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Clio data in HULFT Integrate. Reach out to our Support Team if you have any questions.