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Connect to live data from Clio with the API Driver

Connect to Clio

Integrate Clio Data in Your Informatica Cloud Instance



Use CData JDBC drivers with the Informatica Cloud Secure Agent to access live Clio data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData API Driver for JDBC, you get live access to Clio data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Clio through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Clio data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Clio JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Clio through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData Clio Connection)
  • Type: Select "JDBC_V2"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for Clio. Your URL will look similar to the following:

    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;

    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.

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData[product_name]\)
  • Driver Class: Set this to cdata.jdbc.api.APIDriver
  • Username: Set this to a placeholder value (since Clio does not require a username)
  • Password: Set this to a placeholder value (since Clio does not require a password)

Create a Mapping for Clio Data

With the connection to Clio configured, we can now access Clio data in any Informatica process. The steps below walk through creating a mapping for Clio to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the Clio table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Clio data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Clio data in Informatica Cloud today.