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Connect to live data from Clio with the API Driver

Connect to Clio

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How to Query Clio Data in MySQL Workbench


Execute MySQL queries against live Clio data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for Clio to query Clio data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live Clio data in MySQL Workbench.

Connect to Clio Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Clio data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Creating a MySQL Remoting Service in SQL Gateway (Salesforce is shown)

Query Clio from MySQL Workbench

The steps below outline connecting to the virtual Clio database created in the SQL Gateway from MySQL Workbench and issuing basic queries to work with live Clio data.

Connect to Clio through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for Clio).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Clio Data

  1. Open the connection you just created (CData SQL Gateway for Clio).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve Clio data, like SELECT * FROM `CData API Sys`.Bills;

With access to live Clio data from MySQL Workbench, you can easily query and update Clio, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData API Driver for ODBC and the CData SQL Gateway.