Replicate Keap Data from PowerShell

The CData ODBC Driver for Keap enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Keap data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Keap data to other databases. This article shows how to replicate Keap data to SQL Server in 5 lines of code.

You can also write PowerShell code to download Keap data. See the examples below.

Create an ODBC Data Source for Keap

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connect to Keap

The code below shows how to use the DSN to initialize the connection to Keap data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData API Source x64"

Back Up Keap Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Account
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Keap data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to Keap through the .NET Framework Provider for ODBC:

Retrieve Keap Data

$sql="SELECT Name, Email from Account"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
  $dt.Columns | foreach ($col in dt{
    Write-Host $1[$_]
  }
}