How to work with CapsuleCRM Data in Apache Spark using SQL

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Access and process CapsuleCRM Data in Apache Spark using the CData JDBC Driver.

Apache Spark is a fast and general engine for large-scale data processing. When paired with the CData JDBC Driver for CapsuleCRM, Spark can work with live CapsuleCRM data. This article describes how to connect to and query CapsuleCRM data from a Spark shell.

The CData JDBC Driver offers unmatched performance for interacting with live CapsuleCRM data due to optimized data processing built into the driver. When you issue complex SQL queries to CapsuleCRM, the driver pushes supported SQL operations, like filters and aggregations, directly to CapsuleCRM and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can work with and analyze CapsuleCRM data using native data types.

Install the CData JDBC Driver for CapsuleCRM

Download the CData JDBC Driver for CapsuleCRM installer, unzip the package, and run the JAR file to install the driver.

Start a Spark Shell and Connect to CapsuleCRM Data

  1. Open a terminal and start the Spark shell with the CData JDBC Driver for CapsuleCRM JAR file as the jars parameter:
    $ spark-shell --jars /CData/CData JDBC Driver for CapsuleCRM/lib/cdata.jdbc.api.jar
    
  2. With the shell running, you can connect to CapsuleCRM with a JDBC URL and use the SQL Context load() function to read a table.

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

    CapsuleCRM API Profile Settings

    Register an OAuth application at https://developer.capsulecrm.com/signIn using your GitHub credentials to obtain a client ID and client secret.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the CapsuleCRM 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.

    Configure the connection to CapsuleCRM, using the connection string generated above.

    scala> val api_df = spark.sqlContext.read.format("jdbc").option("url", "jdbc:api:Profile=C:\profiles\Capsulecrm.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;").option("dbtable","ActivityTypes").option("driver","cdata.jdbc.api.APIDriver").load()
    
  3. Once you connect and the data is loaded you will see the table schema displayed.
  4. Register the CapsuleCRM data as a temporary table:

    scala> api_df.registerTable("activitytypes")
  5. Perform custom SQL queries against the Data using commands like the one below:

    scala> api_df.sqlContext.sql("SELECT Id, Name FROM ActivityTypes WHERE Name = Phone Call").collect.foreach(println)

    You will see the results displayed in the console, similar to the following:

Using the CData JDBC Driver for CapsuleCRM in Apache Spark, you are able to perform fast and complex analytics on CapsuleCRM data, combining the power and utility of Spark with your data. Download a free, 30 day trial of any of the hundreds of CData JDBC Drivers and get started today.

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Connect to live data from CapsuleCRM with the API Driver

Connect to CapsuleCRM