Connect to Salesloft 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 JDBC Driver for Salesloft, HULFT Integrate can work with live Salesloft data. This article walks through connecting to Salesloft 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 Salesloft data. When you issue complex SQL queries to Salesloft, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesloft 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 Salesloft data using native data types.

Enable Access to Salesloft

To enable access to Salesloft data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.salesloft.jar (and cdata.jdbc.salesloft.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 Salesloft Data

Once you copy the JAR files, you can create a project with access to Salesloft 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.: SalesLofttoCSV)

Once you create the project, add components to the script to copy Salesloft 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 Salesloft. Set the following properties:
   • Name: Salesloft Connection Settings
   • Driver class name: cdata.jdbc.salesloft.SalesLoftDriver
   • URL: jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH
     
     

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.salesloft.jar

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

     SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

     Using OAuth

     For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

     Using APIKey

     Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

2. Write your SQL statement. For example:

   SELECT Id, Name FROM Accounts

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. Accounts.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 Salesloft 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 Salesloft data into a CSV file.

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