Viewing CapsuleCRM Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for CapsuleCRM, you gain access to live CapsuleCRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve CapsuleCRM data. This article will walk through connecting to CapsuleCRM using the Data Explorer.

Configure a Connection to CapsuleCRM

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connecting to CapsuleCRM Data Using Data Explorer

You can create a simple application for displaying CapsuleCRM data by utilizing the CData FireDAC Components for CapsuleCRM and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for CapsuleCRM.
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: ActivityTypes) onto the form.

   
8. Select the ActivityTypesView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   

10. Arrange the TStringGrid on the form and run the application to see the ActivityTypes data.

    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to CapsuleCRM Data in C++Builder
• DataBind Controls to CapsuleCRM Data in Delphi
• Build a Simple VCL Application for CapsuleCRM Data