Create Datasets from Clio in Domo Workbench and Build Visualizations of Clio Data in Domo



Use the CData ODBC Driver for Clio to create datasets from Clio data in Domo Workbench and then build visualizations in the Domo service.

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Clio links Domo Workbench to operational Clio data. You can build datasets from Clio data using standard SQL queries in Workbench and then create real-time visualizations of Clio data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Clio data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Clio, the driver pushes supported SQL operations, like filters and aggregations, directly to Clio 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 visualize and analyze Clio data using native Domo data types.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Clio in Domo Workbench using the Clio DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Clio Data

You can follow the steps below to build a dataset based on a table in Clio in Domo Workbench using the CData ODBC Driver for Clio.

  1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
  2. In the DataSet Jobs submenu, click Add New.
  3. Name the dataset job (i.e., ODBC Clio Bills), select ODBC Connection Provider as the transport method, and click through the wizard.
  4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
  5. Select System DSN for the Connection Type.
  6. Select the previously configured DSN (CData API Sys) for the System DSN.
  7. Click to validate the configuration.
  8. Below the settings, set the Query to a SQL query: SELECT * FROM Bills NOTE: By connecting to Clio data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Clio-specific APIs or protocols.
  9. Click preview.
  10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Clio data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Clio data in the Domo service.

  1. Navigate to the Data Center.
  2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
  3. With the dataset selected, choose to create a visualization.
  4. In the new card:
    • Drag a Dimension to the X Value.
    • Drag a Measure to the Y Value.
    • Choose a Visualization.

With the CData ODBC Driver for Clio, you can build custom datasets based on Clio data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.

Ready to get started?

Connect to live data from Clio with the API Driver

Connect to Clio