Replicate Clio Data to Multiple Databases

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Clio data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Clio data from Windows.

Configure Replication Destinations

Using CData Sync, you can replicate data from Clio to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.

For each destination database:

1. Click Add Connection.
2. Select the Destinations tab and locate the SQLite connector.
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQLite, set the following connection properties:
   • Connection Name: Enter a connection name of your choice.
   • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

Configure the Clio Connection

You can configure a connection to Clio from the Connections tab. To add a connection to your Clio account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Clio).
3. Configure the connection properties.
   
   

   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 set the Region in ProfileSettings connection property.

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

   • 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.
   • ProfileSettings: Set your Clio geographic region (e.g. "Region=your_region"). Defaults to app.clio.com.
   
4. Click Connect to Clio to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Clio tables you wish to replicate into SQLite, and click Add Tasks again.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.

The statement below caches and incrementally updates a table of Clio data:

REPLICATE Bills;

You can specify a file containing the replication queries you want to use to update a particular database. Separate the replication statements with semicolons. The following options are useful when replicating multiple Clio accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Bills SELECT * FROM Bills;
  

• Alternatively, use a different schema:

  REPLICATE PROD.Bills SELECT * FROM Bills;
  

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Clio data to disparate on-premises, cloud-based, and other databases.

Run the Replication Job

Once all the required configurations are made for the job, select the Clio table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you've seen how to replicate and configure multiple jobs to manage the replication of your Clio data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.