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Connect to live data from Clio with the API Driver

Connect to Clio

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Create Informatica Mappings From/To an ODBC Data Source for Clio


Create an ODBC connection to Clio in Informatica and browse and transfer Clio data.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Clio, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Clio data in Informatica PowerCenter.

Connect to Clio as an ODBC Data Source

Information for connecting to Clio follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Clio in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData API Source] Driver = CData ODBC Driver for Clio Description = My Description Profile = C:\profiles\Clio.apip ProfileSettings = 'Region = your_region' Authscheme = OAuth OAuthClientId = your_client_id OAuthClientSecret = your_client_secret CallbackUrl = your_callback_url

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Bills Data

Follow the steps below to create a linked table, which enables you to access live Bills data.

Create the ODBC Connection

Follow the steps below to connect to Clio in Informatica PowerCenter:

  1. In the Informatica Developer tool connect to your repository and create a project.
  2. In the Connection Explorer pane, right-click and click Create a Connection.
  3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
  4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Clio Data Object

After you have created an ODBC connection to Clio, you can now access Clio entities in Informatica. Follow the steps below to add Bills entities to your project.

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. In the wizard that is displayed, select the Relational Data Object option.
  3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
  4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
  5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want.

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create the Mapping

Follow the steps below to add the Clio source to a mapping:

  1. In the Object Explorer, right-click your project and then click New -> Mapping.
  2. Expand the node for the Clio connection and then drag the data object for the table onto the editor.
  3. In the dialog that appears, select the Read option.

Follow the steps below to map Clio columns to a flat file:

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
  3. In the properties for the Clio object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
  4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
  5. Click and drag to connect columns.

To transfer Clio data, right-click in the workspace and then click Run Mapping.