Rapidly Develop Clio-Driven Apps with Active Query Builder

Write standard .NET to expose Clio data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Clio enables standards-based access to Clio. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Clio as an ODBC Data Source

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 Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

Use SQL to Interact with Clio

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms.
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..."
4. Set your desired Connection Name (e.g. CData Clio), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown.
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK."
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.