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CData Sync

Automated Continuous Klipfolio Replication to SQL Server



Use CData Sync for automated, continuous, customizable Klipfolio replication to SQL Server.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Klipfolio data into your SQL Server instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQL Server as a Replication Destination

Using CData Sync, you can replicate Klipfolio data to SQL Server. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select SQL Server as a destination.
  3. Enter the necessary connection properties. To connect to SQL Server, set the following:
    • Server: The name or network address of the computer running SQL Server.
    • User: The username provided for authentication with SQL Server, if using forms authentication.
    • Password: The password provided for authentication with SQL Server, if using forms authentication.
    • Database: The name of the SQL Server database.

    Java Edition

    The Java version requires the Microsoft SQL Server JDBC Driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the Klipfolio Connection

You can configure a connection to Klipfolio from the Connections tab. To add a connection to your Klipfolio account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Klipfolio).
  3. Configure the connection properties.

    Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

    Klipfolio API Profile Settings

    In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Klipfolio data to SQL Server.