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Connect to live data from Clio with the API Driver

Connect to Clio

Replicate Clio Data from PowerShell

Write a quick PowerShell script to query Clio data. Use connectivity to the live data to replicate Clio data to SQL Server.

The CData ODBC Driver for Clio enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Clio data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Clio data to other databases. This article shows how to replicate Clio data to SQL Server in 5 lines of code.

You can also write PowerShell code to download Clio data. See the examples below.

Create an ODBC Data Source for Clio

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

Connect to Clio

The code below shows how to use the DSN to initialize the connection to Clio data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData API Source x64"

Back Up Clio Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Bills $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Clio data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to Clio through the .NET Framework Provider for ODBC:

Retrieve Clio Data

$sql="SELECT Id, Total from Bills" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }