How to Visualize Paymo Data in Python with pandas

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas & Matplotlib modules, and the SQLAlchemy toolkit, you can build Paymo-connected Python applications and scripts for visualizing Paymo data. This article shows how to use the pandas, SQLAlchemy, and Matplotlib built-in functions to connect to Paymo data, execute queries, and visualize the results.

With built-in optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Paymo data in Python. When you issue complex SQL queries from Paymo, the driver pushes supported SQL operations, like filters and aggregations, directly to Paymo and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Paymo Data

Connecting to Paymo data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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

Paymo API Profile Settings

Log into your Paymo account, navigate to My Settings > Integrations > API Keys, and select Generate New Key to create your API key.

Follow the procedure below to install the required modules and start accessing Paymo through Python objects.

Install Required Modules

Use the pip utility to install the pandas & Matplotlib modules and the SQLAlchemy toolkit:

pip install pandas
pip install matplotlib
pip install sqlalchemy

Be sure to import the module with the following:

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engine

Visualize Paymo Data in Python

You can now connect with a connection string. Use the create_engine function to create an Engine for working with Paymo data.

engine = create_engine("api:///?Profile=C:\profiles\Paymo.apip&ProfileSettings='APIKey=your_api_key'")

Execute SQL to Paymo

Use the read_sql function from pandas to execute any SQL statement and store the resultset in a DataFrame.

df = pandas.read_sql("SELECT Id, Name FROM ClientContacts WHERE ClientId = '12345'", engine)

Visualize Paymo Data

With the query results stored in a DataFrame, use the plot function to build a chart to display the Paymo data. The show method displays the chart in a new window.

df.plot(kind="bar", x="Id", y="Name")
plt.show()

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps and scripts with connectivity to Paymo data. Reach out to our Support Team if you have any questions.

Full Source Code

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engin

engine = create_engine("api:///?Profile=C:\profiles\Paymo.apip&ProfileSettings='APIKey=your_api_key'")
df = pandas.read_sql("SELECT Id, Name FROM ClientContacts WHERE ClientId = '12345'", engine)

df.plot(kind="bar", x="Id", y="Name")
plt.show()