Build BambooHR-Connected Apps in Mendix

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to create an OData feed for BambooHR Data and create custom apps in Mendix.

Mendix is a high-productivity app platform that allows you to build and maintain both mobile and web applications at-scale. When paired with CData Connect AI, Mendix provides instant, cloud-to-cloud access to BambooHR data for applications. This article demonstrates how to connect to a CData Connect AI data source from within Mendix.

CData Connect AI provides a pure cloud-to-cloud interface for BambooHR, allowing you to import data from live BambooHR data in Mendix — without replicating the data to a natively supported database. As you build web and mobile applications from within Mendix, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to BambooHR, leveraging server-side processing to return the requested BambooHR data quickly.

Configure BambooHR Connectivity for Mendix

To work with BambooHR data from Mendix, we need to connect to BambooHR from Connect AI, provide user access to the connection, and create a Workspace for the BambooHR data.

Connect to BambooHR from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select "BambooHR" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to BambooHR.

    To connect to BambooHR, generate an API key by logging in and navigating to your user menu (lower-left) > API Keys > Add API Key. Copy the key immediately (it is shown only once). Then set the following:

    • Domain: The subdomain of your BambooHR account URL. For example, if your URL is acmeinc.bamboohr.com, set this to acmeinc.
    • API Key: The API key generated from your BambooHR account.
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add BambooHR 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.

Configure BambooHR Endpoints for Mendix

After connecting to BambooHR, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
  2. Click Add to add new assets to the Workspace.
  3. Select the BambooHR connection (e.g. API1) and click Next.
  4. Select the table(s) you wish to work with and click Confirm.
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to BambooHR data from Mendix.

Build a BambooHR-Connected App

Downloading the OData Metadata File

When creating a connection in Mendix, the connection flow requires a Data Source Contract File. Follow these steps to download the OData metadata file for CData Connect AI using curl, a command line tool:

  1. Open a command-line window for your operating system. On Windows, open the start menu, type cmd, and press the Enter key to open a command prompt. On macOS and Linux, open a Terminal window.
  2. To check if curl is installed on your system, type curl -help and press the enter key. If it is not installed, install it from the curl website.
  3. Issue the following curl command, replacing USER with your CData Connect AI username and PAT with the PAT you generated above:
    curl -u USER:PAT https://cloud.cdata.com/api/odata/{workspace_name}/$metadata -o metadata.xml
  4. Locate the metadata.xml file that the curl command created and move it to an accessible location.

Connecting to CData Connect AI in Mendix

Follow these steps to establish a connection from Mendix to CData Connect AI:

  1. Login to Mendix and open the Data Hub page.
  2. In the Register a Data Source section, select OData.
  3. Upload the metadata.xml file from the steps above and click Next.
  4. Enter your desired values for Data Source Name and Data Source Version. In the Data Source Relative Path field, enter /api/odata/{workspace_name} and click Next.
  5. On the Application information page, click Register a new application.
  6. Enter a name in Application Name and select a technical owner (by default, this is the user who is currently logged in).
  7. Click Next. In the Environment Name field, enter a desired name (for example, CData Connect AI). In the Environment Location field, enter https://cloud.cdata.com and select the appropriate Environment Type (e.g. Production), depending on what is needed.
  8. Click Done! to create your connection.

You can now use your connection in Mendix Studio Pro to easily create applications with access to live BambooHR data.

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