Automate AgileCRM Integration Tasks from PowerShell

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Are you in search of a quick and easy way to access AgileCRM data from PowerShell? This article demonstrates how to utilize the AgileCRM Cmdlets for tasks like connecting to AgileCRM data, automating operations, downloading data, and more.

The CData API Driver for ADO.NET is a standard ADO.NET Provider that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time access to AgileCRM.

ADO.NET Provider

The ADO.NET Provider provides a SQL interface for AgileCRM; this tutorial shows how to use the Provider to retrieve AgileCRM data.

Once you have acquired the necessary connection properties, accessing AgileCRM data in PowerShell can be enabled in three steps.

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

AgileCRM API Profile Settings

Log in to AgileCRM and go to Admin Settings > Developers & API > REST API to find your API key. Your domain is the subdomain from your AgileCRM account URL.

  1. Load the provider's assembly:

    [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData API Driver for ADO.NET\lib\System.Data.CData.API.dll")
        
  2. Connect to AgileCRM:

     
    $conn= New-Object System.Data.CData.API.APIConnection("Profile=C:\profiles\Agilecrm.apip;ProfileSettings='APIKey=your_api_key;Domain=your_domain;User=your_email';")
    $conn.Open()
    
  3. Instantiate the APIDataAdapter, execute an SQL query, and output the results:

    $sql="SELECT Id, Name from Campaigns"
    
    $da= New-Object System.Data.CData.API.APIDataAdapter($sql, $conn)
    $dt= New-Object System.Data.DataTable
    $da.Fill($dt)
    
    $dt.Rows | foreach {
    	Write-Host $_.id $_.name
    }
      

Ready to get started?

Connect to live data from AgileCRM with the API Driver

Connect to AgileCRM