Automate Close Integration Tasks from PowerShell

The CData API Driver for ADO.NET is a standard ADO.NET Provider that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time access to Close.

ADO.NET Provider

The ADO.NET Provider provides a SQL interface for Close; this tutorial shows how to use the Provider to retrieve Close data.

Once you have acquired the necessary connection properties, accessing Close data in PowerShell can be enabled in three steps.

Start by setting the Profile connection property to the location of the Close Profile on disk (e.g. C:\profiles\Close.apip). Next, set the ProfileSettings connection property to the connection string for Close (see below).

Close API Profile Settings

Locate your API key through Close's Settings menu under Your API Keys and create a new key if needed.

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData API Driver for ADO.NET\lib\System.Data.CData.API.dll")
       

2. Connect to Close:

    
   $conn= New-Object System.Data.CData.API.APIConnection("Profile=C:\profiles\Close.apip;ProfileSettings='APIKey=your_api_key';")
   $conn.Open()
   

3. Instantiate the APIDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT Id, ContactId from Activities"
   
   $da= New-Object System.Data.CData.API.APIDataAdapter($sql, $conn)
   $dt= New-Object System.Data.DataTable
   $da.Fill($dt)
   
   $dt.Rows | foreach {
   	Write-Host $_.id $_.contactid
   }