Import Real-Time Clio Data in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData API Driver for ODBC, you can link your ColdFusion web and mobile applications to operational Clio data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Clio data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData API Driver for ODBC and Adobe ColdFusion.

Configuring the Connection

If you have not already, first specify connection properties in an ODBC DSN (Data Source Name). This is the last step of the driver installation process. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Clio Clio data and display it in a table in ColdFusion:

1. From the ColdFusion administrator interface, choose Data & Services.
2. Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button.
3. From the ODBC DSN Dropdown menu select CData Clio Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration.
4. Now, test the connection by pressing the check mark to the left of the CDataClioODBC data source you just created. When the data source reports an "OK" status, it is ready for use.
5. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

               
           <cfquery name="ClioQuery" dataSource="CDataClioODBC"> 
             SELECT * FROM Bills 
           </cfquery> 
       

   And a CFTable can be used to quickly output the table in HTML:

               
             <cftable  
             query = "ClioQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
   
             <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
             <cfcol header="<b>Total</b>" align="Left" width=15 text="Total"/> 
   
             ...
   
           </cftable> 
       

   Full code, including the HTML portion is available below:

               
           <html> 
           <head><title>CData Software | Clio Bills Table Demo </title></head> 
           <body> 
           <cfoutput>#ucase("Clio Bills Table Demo")#</cfoutput> 
           <cfquery name="ClioQuery" dataSource="CDataClioODBC"> 
   
             SELECT * FROM Bills 
   
           </cfquery> 
           <cftable  
             query = "ClioQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
             <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
             <cfcol header="<b>Total</b>" align="Left" width=15 text="Total"/> 
   
             ...
   
           </cftable> 
           </body> 
   
           </html>  
       

6. Finally, run the code in a browser. It produces a table populated with Clio data!

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example: SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Clio and start building Clio-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.