Integrate with HubDB Data in SnapLogic
SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect AI, SnapLogic gets access to live HubDB data. This article demonstrates how to connect to HubDB using Connect AI and integrate with HubDB data in SnapLogic.
CData Connect AI provides a pure SQL Server interface for HubDB, allowing you to query data from HubDB without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to HubDB, leveraging server-side processing to return the requested HubDB data quickly.
Configure HubDB Connectivity for SnapLogic
Connectivity to HubDB from SnapLogic is made possible through CData Connect AI. To work with HubDB data from SnapLogic, we start by creating and configuring a HubDB connection.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "HubDB" from the Add Connection panel
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Enter the necessary authentication properties to connect to HubDB.
There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.
Using a Custom OAuth App
AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).
Follow the steps below to register an application and obtain the OAuth client credentials:
- Log into your HubSpot app developer account.
- Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
- On the developer account home page, click the Apps tab.
- Click Create app.
- On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
- On the Auth tab, supply a callback URL in the "Redirect URLs" box.
- If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
- If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
- Click Create App. HubSpot then generates the application, along with its associated credentials.
- On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.
Under Scopes, select any scopes you need for your application's intended functionality.
A minimum of the following scopes is required to access tables:
- hubdb
- oauth
- crm.objects.owners.read
- Click Save changes.
- Install the application into a production portal with access to the features that are required by the integration.
- Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
- Navigate to the copied link in your browser. Select a standard account in which to install the application.
- Click Connect app. You can close the resulting tab.
Using a Private App
To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."
You can generate a private application token by following the steps below:
- In your HubDB account, click the settings icon (the gear) in the main navigation bar.
- In the left sidebar menu, navigate to Integrations > Private Apps.
- Click Create private app.
- On the Basic Info tab, configure the details of your application (name, logo, and description).
- On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
- A minimum of hubdb and crm.objects.owners.read is required to access tables.
- After you are done configuring your application, click Create app in the top right.
- Review the info about your application's access token, click Continue creating, and then Show token.
- Click Copy to copy the private application token.
To connect, set PrivateAppToken to the private application token you retrieved.
- Log into your HubSpot app developer account.
- Click Save & Test
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Navigate to the Permissions tab in the Add HubDB Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to HubDB data from SnapLogic.
Connect to HubDB from SnapLogic using Connect AI
To establish a connection from SnapLogic to CData Connect AI, you will need to download the CData Connect AI JDBC Driver.
- Open the Integrations page of CData Connect AI.
- Search for and select JDBC.
- Download and run the setup file.
- When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).
After copying the JDBC CData Connect AI JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect AI.
- Log into SnapLogic.
- Click the Managers tab.
- Select a folder from the Project Spaces to add the JDBC JAR file to.
- Click the Files tab.
- Click the button in the top right to upload the CData Connect AI JDBC JAR file. It appears as a file once uploaded.
- Click the Designer tab.
- Click JDBC to expand the options for "snaps."
- Click and drag a Generic JDBC - Select "snap" onto the designer.
- Click Add Account > Continue.
- Enter the JDBC connection properties.
- JDBC driver: add the CData Connect AI JAR file
- JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
- JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
- Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
- Password: enter the PAT you generated previously.
- Click Validate. If the connection succeeds, the "snap" is ready to use.
- Click Apply.
You can now create reports with the connected data.
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