Integrate Keap Data in the Pentaho Report Designer

The CData JDBC driver for Keap data enables access to live data from dashboards and reports. This article shows how to connect to Keap data as a JDBC data source and publish reports based on Keap data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Keap connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:api: and is followed by a semicolon-separated list of connection properties.

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

     Keap API Profile Settings

     Log into your Keap web app, click the user bubble in the bottom left, choose Settings > API, then generate a new Personal Access Token or Service Account Key.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Keap JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.api.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     Below is a typical JDBC URL:

     jdbc:api:Profile=C:\profiles\Keap.apip;ProfileSettings='APIKey=your_api_key';

   • Custom Driver Class Name: Enter cdata.jdbc.api.APIDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   

Add Keap Data to a Report

You are now ready to create a report with Keap data.

1. Add the Keap source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Name, Email FROM Account WHERE Email = '[email protected]'

   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Account table.
4. Finally, run the report to see the chart.