Getting Started with the CData Connect AI Python SDK for CSV

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Install the CData Connect AI Python SDK to read live CSV data with standard DB-API 2.0 Python code.

The CData Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client that lets you fetch and act on live CSV data with standard Python database code. Because Connect AI provides the connectivity: you install one package, authenticate with a Personal Access Token, and query CSV (and every other source connected in Connect AI) using the same familiar connect() / cursor() / fetchall() pattern you already know from libraries like sqlite3 and psycopg2.

This guide walks through connecting CSV in Connect AI, generating a Personal Access Token, installing the SDK, and reading (and, where supported, writing) live CSV data.

Prerequisites

  • An account in CData Connect AI
  • Python 3.8 or higher
  • An active CSV account with valid credentials

Connect to CSV in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "CSV" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to CSV.

    Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) CSV Files

    CData Drivers let you work with CSV files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

    Setting connection properties for local files

    Set the URI property to local folder path.

    Setting connection properties for files stored in Amazon S3

    To connect to CSV file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended CSV files exist. In addition, at least set these properties:

    • AWSAccessKey: AWS Access Key (username)
    • AWSSecretKey: AWS Secret Key

    Setting connection properties for files stored in Box

    To connect to CSV file(s) within Box, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Box.

    Dropbox

    To connect to CSV file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

    SharePoint Online (SOAP)

    To connect to CSV file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. Set User, Password, and StorageBaseURL.

    SharePoint Online REST

    To connect to CSV file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

    Google Drive

    To connect to CSV file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click the Gear icon () at the top right of the Connect AI app to open the Settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The PAT is only visible at creation, so copy it and store it securely.

Install the SDK

Install the SDK from PyPI with pip:

pip install cdata-connect-ai

Connect and Run Your First Query

Connect with your account email and PAT, then query sys_tables to discover every table available across your connected sources. Identifiers in Connect AI are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, CSV1).

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

# Discover what's available across your connected sources
cur.execute("SELECT CatalogName, SchemaName, TableName FROM sys_tables LIMIT 25")

for row in cur.fetchall():
    print(row)

Pick any table from the results and query it directly:

cur.execute(
    "SELECT City, TotalDue "
    "FROM [CSV1].[CSV].[Customer] "
    "LIMIT 10"
)

for row in cur.fetchall():
    print(row)

CSV is a read-only source in Connect AI, so the SDK supports queries but not INSERT, UPDATE, or DELETE. Close the connection when you are finished:

conn.close()

That is the entire workflow: one package, a PAT, and standard DB-API calls. Because the SDK returns a normal DB-API connection, it drops straight into the rest of the Python data ecosystem. From here you can load CSV data into pandas, build ETL pipelines with petl, or power a Dash web app, all using this same connection.

More Information and Free Trial

Now you can query live CSV data from Python through the CData Connect AI Python SDK. For more information on connecting to CSV (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live CSV data in Python.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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