Using the CData ODBC Driver for Salesloft in PyCharm

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Salesloft from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Salesloft as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

1. Click File -> Settings to open the project settings window.
2. Click Project Interpreter from the Project: YourProjectName menu.
3. To add pyodbc, click the + button and enter pyodbc.
4. Click Install Package to install pyodbc.

Connect to Salesloft

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData SalesLoft Source] Driver = CData ODBC Driver for Salesloft Description = My Description AuthScheme = OAuth OAuthClientId = MyOAuthClientId OAuthClientSecret = MyOAuthClientSecret CallbackUrl = http://localhost:33333

Execute SQL to Salesloft

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for SalesLoft};AuthScheme = OAuth;OAuthClientId = MyOAuthClientId;OAuthClientSecret = MyOAuthClientSecret;CallbackUrl = http://localhost:33333;') cursor = cnxn.cursor() cursor.execute("SELECT Id, Name FROM Accounts WHERE Country = 'Canada'") rows = cursor.fetchall() for row in rows: print(row.Id, row.Name)

After connecting to Salesloft in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Salesloft data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].