Replicate Multiple Clari Accounts via the CData Sync CLI

CData Sync for Clari is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Clari connections. In this article we show how to use the CLI to replicate multiple Clari accounts.

Configure Clari Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Clari accounts, use multiple configuration files. Below is an example configuration to replicate Clari to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
  <DatabaseType>SQLite</DatabaseType>
  <DatabaseProvider>System.Data.SQLite</DatabaseProvider>
  <ConnectionString>Profile=C:\profiles\Clari.apip;ProfileSettings='APIKey=your_api_key;APISecret=your_api_secret';</ConnectionString>
  <ReplicateAll>False</ReplicateAll>
  <NotificationUserName></NotificationUserName>
  <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
  <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
  <TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
  <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
  <ConnectionString>Profile=C:\profiles\Clari.apip;ProfileSettings='APIKey=your_api_key;APISecret=your_api_secret';</ConnectionString>
  <ReplicateAll>False</ReplicateAll>
  <NotificationUserName></NotificationUserName>
  <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>

Set the ProfileSettings connection property to the connection string for Clari (see below).

Clari API Profile Settings

Obtain your API Key and API Secret from Clari workspace settings under Integrations > Clari Copilot API.

Configure Queries for Each Clari Instance

Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Clari API. The statement below caches and incrementally updates a table of Clari data:

REPLICATE Calls;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Clari accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_Calls SELECT * FROM Calls 

Alternatively, you can use a different schema:

REPLICATE PROD.Calls SELECT * FROM Calls

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

APISync.exe -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar APISync.jar -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql