Clio Integration Guides and Tutorials



A list of guides and tutorials for connecting to and working with live Clio data.

CData Software's connectivity tools enable users to connect directly to live Clio data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Clio data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Business Intelligence & Analytics


ProductTechnologyArticle Title
Alteryx DesignerODBCPrepare, Blend, and Analyze Clio in Alteryx Designer (ODBC)
Amazon QuickSightConnect ServerBuild Interactive Dashboards from Clio Data in Amazon QuickSight
Aqua Data StudioJDBCConnect to Clio in Aqua Data Studio
AWS DatabricksJDBCProcess & Analyze Clio Data in Databricks (AWS)
BirstJDBCBuild Visualizations of Clio in Birst
BIRTJDBCDesign BIRT Reports on Clio
Clear AnalyticsODBCBuild Charts with Clio in Clear Analytics
DBxtraODBCBuild Dashboards with Clio in DBxtra
DomoODBCCreate Datasets from Clio in Domo Workbench
Dundas BIODBCBuild Dashboards with Clio in Dundas BI
Excel (on Mac OS)ODBCWork with Clio Data in MS Excel on Mac OS X
FineReportJDBCFeed Clio into FineReport
IBM Cognos BIODBCCreate Data Visualizations in Cognos BI with Clio
Infragistics RevealConnect ServerAnalyze Clio Data in Infragistics Reval
JasperServerJDBCCreate Clio Reports on JasperReports Server
Jaspersoft BI SuiteJDBCConnect to Clio in Jaspersoft Studio
JReport DesignerJDBCIntegrate with Clio in JReport Designer
KlipfolioConnect ServerCreate Clio-Connected Visualizations in Klipfolio
KNIMEJDBCEnable the Clio JDBC Driver in KNIME
LINQPadADO.NETWorking with Clio in LINQPad
Microsoft SSASADO.NETBuild an OLAP Cube in SSAS from Clio
MicroStrategyConnect ServerConnect to Live Clio Data in MicroStrategy through Connect Server
MicroStrategyJDBCUse the CData JDBC Driver for Clio in MicroStrategy
Microstrategy DesktopJDBCUse the CData JDBC Driver for Clio in MicroStrategy Desktop
Microstrategy WebJDBCUse the CData JDBC Driver for Clio in MicroStrategy Web
OBIEEJDBCClio Reporting in OBIEE with the Clio JDBC Driver
pandasPythonUse pandas to Visualize Clio in Python
Pentaho Report DesignerJDBCIntegrate Clio in the Pentaho Report Designer
Power BI DesktopPower BIAuthor Power BI Reports on Real-Time Clio
Power BI ServiceConnect ServerVisualize Live Clio Data in the Power BI Service
Power PivotConnect ServerAccess Clio Data in Microsoft Power Pivot
Power QueryConnect ServerAccess Clio Data in Microsoft Power Query
Qlik CloudConnect ServerCreate Apps from Clio Data in Qlik Sense Cloud
QlikViewODBCConnect to and Query Clio in QlikView over ODBC
RJDBCAnalyze Clio in R (JDBC)
RODBCAnalyze Clio in R (ODBC)
RapidMinerJDBCConnect to Clio in RapidMiner
RedashConnect ServerQuery, Visualize, and Share live Clio Data in Redash
SAP Analytics CloudConnect ServerAnalyze Clio Data in SAP Analytics Cloud
SAP Business ObjectsJDBCCreate an SAP BusinessObjects Universe on the CData JDBC Driver for Clio
SAP Crystal ReportsJDBCPublish Reports with Clio in Crystal Reports (JDBC)
SASODBCUse the CData ODBC Driver for Clio in SAS for Real-Time Reporting and Analytics
SAS JMPODBCUse the CData ODBC Driver for Clio in SAS JMP
SisenseJDBCVisualize Live Clio in Sisense
Spago BIJDBCConnect to Clio in SpagoBI
TableauTableauVisualize Clio in Tableau Desktop
TableauConnect ServerVisualize Clio in Tableau Desktop (Connect Server)
Tableau CloudConnect ServerBuild Clio Visualizations in Tableau Cloud
Tableau ServerTableauPublish Clio-Connected Dashboards in Tableau Server
TIBCO SpotfireADO.NETVisualize Clio in TIBCO Spotfire through ADO.NET
TIBCO SpotfireConnect ServerVisualize Clio Data in TIBCO Spotfire
TIBCO Spotfire ServerJDBCOperational Reporting on Clio from Spotfire Server

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ETL & Replication


ProductTechnologyArticle Title
Amazon RedshiftCData SyncAutomated Continuous Clio Replication to Amazon Redshift
Amazon S3CData SyncAutomated Continuous Clio Replication to Amazon S3
Apache AirflowJDBCBridge Clio Connectivity with Apache Airflow
Apache CamelJDBCIntegrate with Clio using Apache Camel
Apache CassandraCData SyncAutomated Continuous Clio Replication to Apache Cassandra
Apache KafkaCData SyncAutomated Continuous Clio Replication to Apache Kafka
Apache NiFiJDBCBridge Clio Connectivity with Apache NiFi
Azure Data LakeCData SyncAutomated Continuous Clio Replication to Azure Data Lake
Azure SynapseCData SyncAutomated Continuous Clio Replication to Azure Synapse
BIMLSSISUse Biml to Build SSIS Tasks to Replicate Clio to SQL Server
CloverDXJDBCConnect to Clio in CloverDX (formerly CloverETL)
CouchbaseCData SyncAutomated Continuous Clio Replication to Couchbase
CSVCData SyncAutomated Continuous Clio Replication to Local Delimited Files
DatabricksCData SyncAutomated Continuous Clio Replication to Databricks
ETL ValidatorJDBCHow to Work with Clio in ETL Validator
FoxProODBCWork with Clio in FoxPro
Google AlloyDBCData SyncAutomated Continuous Clio Replication to Google AlloyDB
Google BigQueryCData SyncAutomated Continuous Clio Replication to Google BigQuery
Google Cloud SQLCData SyncAutomated Continuous Clio Replication to Google Cloud SQL
Google Data FusionJDBCBuild Clio-Connected ETL Processes in Google Data Fusion
Heroku / Salesforce ConnectCData SyncReplicate Clio for Use in Salesforce Connect
HULFT IntegrateJDBCConnect to Clio in HULFT Integrate
IBM DB2CData SyncAutomated Continuous Clio Replication to IBM DB2
Informatica CloudJDBCIntegrate Clio in Your Informatica Cloud Instance
Informatica PowerCenterJDBCCreate Informatica Mappings From/To a JDBC Data Source for Clio
Jaspersoft ETLJDBCConnect to Clio in Jaspersoft Studio
Microsoft AccessCData SyncAutomated Continuous Clio Replication to Microsoft Access
Microsoft Azure TablesCData SyncAutomated Continuous Clio Replication to Azure SQL
Microsoft Power AutomateConnect ServerBuild Clio-Connected Automated Tasks with Power Automate (Desktop)
MongoDBCData SyncAutomated Continuous Clio Replication to MongoDB
MySQLCData SyncAutomated Continuous Clio Replication to MySQL
Oracle Data IntegratorJDBCETL Clio in Oracle Data Integrator
Oracle DatabaseCData SyncAutomated Continuous Clio Replication to Oracle
petlPythonExtract, Transform, and Load Clio in Python
PostgreSQLCData SyncAutomated Continuous Clio Replication to PostgreSQL
Replicate to MySQLPowerShellReplicate Clio to MySQL with PowerShell
SAP HANACData SyncAutomated Continuous Clio Replication to SAP HANA
SingleStoreCData SyncAutomated Continuous Clio Replication to SingleStore
SnapLogicJDBCIntegrate Clio with External Services using SnapLogic (JDBC)
SnowflakeCData SyncAutomated Continuous Clio Replication to Snowflake
SQL ServerCData SyncAutomated Continuous Clio Replication to SQL Server
SQL Server Linked ServerConnect ServerConnect to Clio Data as a SQL Server Linked Server
SQLiteCData SyncAutomated Continuous Clio Replication to SQLite
TalendJDBCConnect to Clio and Transfer Data in Talend
UiPath StudioODBCCreate an RPA Flow that Connects to Clio in UiPath Studio
VerticaCData SyncAutomated Continuous Clio Replication to a Vertica Database

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Data Virtualization



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Software Development


ProductTechnologyArticle Title
AWS LambdaJDBCAccess Live Clio Data in AWS Lambda
.NET ChartsADO.NETDataBind Charts to Clio
.NET QueryBuilderODBCRapidly Develop Clio-Driven Apps with Active Query Builder
Angular JSConnect ServerUsing AngularJS to Build Dynamic Web Pages with Clio
Apache SparkJDBCWork with Clio in Apache Spark Using SQL
AppSheetConnect ServerCreate Clio-Connected Business Apps in AppSheet
C++BuilderODBCDataBind Controls to Clio Data in C++Builder
ColdFusionJDBCQuery Clio in ColdFusion Using JDBC
ColdFusionODBCQuery Clio in ColdFusion Using ODBC
DashPythonUse Dash & Python to Build Web Apps on Clio
DelphiODBCDataBind Controls to Clio Data in Delphi
DevExpressADO.NETDataBind Clio to the DevExpress Data Grid
EF - Code FirstADO.NETAccess Clio with Entity Framework 6
EF - LINQADO.NETLINQ to Clio
EF - MVCADO.NETBuild MVC Applications with Connectivity to Clio
Filemaker ProODBCBidirectional Access to Clio from FileMaker Pro
Filemaker Pro (on Mac)JDBCBidirectional Access to Clio from FileMaker Pro (on Mac)
GoODBCWrite a Simple Go Application to work with Clio on Linux
Google Apps ScriptConnect ServerConnect to Clio Data in Google Apps Script
HibernateJDBCObject-Relational Mapping (ORM) with Clio Entities in Java
IntelliJJDBCConnect to Clio in IntelliJ
JBossJDBCConnect to Clio from a Connection Pool in JBoss
JDBIJDBCCreate a Data Access Object for Clio using JDBI
JRubyJDBCConnect to Clio in JRuby
MendixJDBCBuild Clio-Connected Apps in Mendix (JDBC)
Microsoft Power AppsConnect ServerIntegrate Live Clio Data into Custom Business Apps Built in Power Apps
NodeJSConnect ServerQuery Clio Data in Node.js (via Connect Server)
NodeJSODBCQuery Clio through ODBC in Node.js
PHPConnect ServerAccess Clio in PHP through Connect Server
PHPODBCNatively Connect to Clio in PHP
PowerBuilderADO.NETConnect to Clio from PowerBuilder
PowerShellPowerShellPipe Clio to CSV in PowerShell
PyCharmODBCUsing the CData ODBC Driver for Clio in PyCharm
PythonODBCConnect to Clio in Python on Linux/UNIX
ReactConnect ServerBuild Dynamic React Apps with Clio Data
RubyODBCConnect to Clio in Ruby
RunMyProcessConnect ServerConnect to Clio Data in RunMyProcess
RunMyProcess DSECJDBCConnect to Clio in DigitalSuite Studio through RunMyProcess DSEC
SAP UI5Connect ServerIntegrate Real-Time Access to Clio in SAPUI5 MVC Apps
ServoyJDBCBuild Clio-Connected Apps in Servoy
Spring BootJDBCAccess Live Clio Data in Spring Boot Apps
SQLAlchemyPythonUse SQLAlchemy ORMs to Access Clio in Python
TomcatJDBCConfigure the CData JDBC Driver for Clio in a Connection Pool in Tomcat
UnqorkConnect ServerCreate Clio-Connected Applications in Unqork
VCL App (RAD Studio)ODBCBuild a Simple VCL Application for Clio
WebLogicJDBCConnect to Clio from a Connection Pool in WebLogic

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Data Management



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Workflow Automation



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