Load ApprovalMax Data to a Database Using Embulk

Embulk is an open source bulk data loader. When paired with the CData API Driver for JDBC, Embulk easily loads data from ApprovalMax to any supported destination. In this article, we explain how to use the CData API Driver for JDBC in Embulk to load ApprovalMax data to a MySQL dtabase.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live ApprovalMax data. When you issue complex SQL queries to ApprovalMax, the driver pushes supported SQL operations, like filters and aggregations, directly to ApprovalMax and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Configure a JDBC Connection to ApprovalMax Data

Before creating a bulk load job in Embulk, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData API Driver for JDBC\lib).

Embulk supports JDBC connectivity, so you can easily connect to ApprovalMax and execute SQL queries. Before creating a bulk load job, create a JDBC URL for authenticating with ApprovalMax.

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

ApprovalMax API Profile Settings

To authenticate to ApprovalMax and connect to your own data or to allow other users to connect to their data, the ApprovalMax Public API requires the OAuth 2.0 authorization code flow.

First, you will need to register an OAuth application with ApprovalMax. Sign in to the ApprovalMax Developer Portal (https://developer.approvalmax.com/applications) and create a new application. Your OAuth application will be assigned a Client ID and a Client Secret, and you must register at least one Redirect URI (Callback URL).

A Premium ApprovalMax subscription (or active trial) is required to use the Public API.

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 shown in your application settings on the ApprovalMax Developer Portal.
• OAuthClientSecret: Set this to the Client Secret that is shown in your application settings on the ApprovalMax Developer Portal.
• CallbackURL: Set this to the Redirect URI that is registered in your application settings.
• Scope: (Optional) Override the default OAuth scopes. The default value openid offline_access https://www.approvalmax.com/scopes/public_api/read grants read-only access to all tables in this profile and enables refresh tokens. Use the principle of least privilege when narrowing this scope.

The OAuth Authorization URL is https://identity.approvalmax.com/connect/authorize and the Token URL is https://identity.approvalmax.com/connect/token. Both authorization_code and refresh_token grant types are supported.

Built-in Connection String Designer

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

java -jar cdata.jdbc.api.jar

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

Below is a typical JDBC connection string for ApprovalMax:

jdbc:api:Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;

Load ApprovalMax Data in Embulk

After installing the CData JDBC Driver and creating a JDBC connection string, install the required Embulk plugins.

Install Embulk Input & Output Plugins

1. Install the JDBC Input Plugin in Embulk.
   https://github.com/embulk/embulk-input-jdbc/tree/master/embulk-input-jdbc

embulk gem install embulk-input-jdbc

2. In this article, we use MySQL as the destination database. You can also choose SQL Server, PostgreSQL, or Google BigQuery as the destination using the output Plugins.
   https://github.com/embulk/embulk-output-jdbc/tree/master/embulk-output-mysql

   
   embulk gem install embulk-output-mysql
   

With the input and output plugins installed, we are ready to load ApprovalMax data into MySQL using Embulk.

Create a Job to Load ApprovalMax Data

Start by creating a config file in Embulk, using a name like api-mysql.yml.

1. For the input plugin options, use the CData API Driver for JDBC, including the path to the driver JAR file, the driver class (e.g. cdata.jdbc.api.APIDriver), and the JDBC URL from above
2. For the output plugin options, use the values and credentials for the MySQL database

Sample Config File (api-mysql.yml)

in:
	type: jdbc
	driver_path: C:\Program Files\CData\CData API Driver for JDBC 20xx\lib\cdata.jdbc.api.jar
	driver_class: cdata.jdbc.api.APIDriver
	url: jdbc:api:Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;
	table: "UserProfiles"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "UserProfiles"
	mode: insert

After creating the file, run the Embulk job.

embulk run api-mysql.yml

After running the the Embulk job, find the Salesforce data in the MySQL table.

Load Filtered ApprovalMax Data

In addition to loading data directly from a table, you can use a custom SQL query to have more granular control of the data loaded. You can also perform increment loads by setting a last updated column in a SQL WHERE clause in the query field.

in:
	type: jdbc
	driver_path: C:\Program Files\CData\CData API Driver for JDBC 20xx\lib\cdata.jdbc.api.jar
	driver_class: cdata.jdbc.api.APIDriver
	url: jdbc:api:Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;
	query: "SELECT UserId, Email FROM UserProfiles WHERE [RecordId] = 1"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "UserProfiles"
	mode: insert

More Information & Free Trial

By using CData API Driver for JDBC as a connector, Embulk can integrate ApprovalMax data into your data load jobs. And with drivers for more than 200+ other enterprise sources, you can integrate any enterprise SaaS, big data, or NoSQL source as well. Download a 30-day free trial and get started today.