Integrate with Attio Data in SnapLogic

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect AI, SnapLogic gets access to live Attio data. This article demonstrates how to connect to Attio using Connect AI and integrate with Attio data in SnapLogic.

CData Connect AI provides a pure SQL Server interface for Attio, allowing you to query data from Attio without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Attio, leveraging server-side processing to return the requested Attio data quickly.

Configure Attio Connectivity for SnapLogic

Connectivity to Attio from SnapLogic is made possible through CData Connect AI. To work with Attio data from SnapLogic, we start by creating and configuring a Attio connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Attio" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Attio.

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

   Attio API Profile Settings

   Obtain your API key from your Attio account settings. Navigate to Settings > API Keys to generate and copy a new access token.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Attio Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Attio data from SnapLogic.

Connect to Attio from SnapLogic using Connect AI

To establish a connection from SnapLogic to CData Connect AI, you will need to download the CData Connect AI JDBC Driver.

1. Open the Integrations page of CData Connect AI.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).

After copying the JDBC CData Connect AI JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect AI.

1. Log into SnapLogic.
2. Click the Managers tab.
3. Select a folder from the Project Spaces to add the JDBC JAR file to.
4. Click the Files tab.
5. Click the button in the top right to upload the CData Connect AI JDBC JAR file. It appears as a file once uploaded.
6. Click the Designer tab.
7. Click JDBC to expand the options for "snaps."
8. Click and drag a Generic JDBC - Select "snap" onto the designer.
9. Click Add Account > Continue.
10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect AI JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated previously.
    
11. Click Validate. If the connection succeeds, the "snap" is ready to use.
12. Click Apply.

You can now create reports with the connected data.

Get CData Connect AI

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