How to work with Pipeline CRM Data in Apache Spark using SQL

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Access and process Pipeline CRM Data in Apache Spark using the CData JDBC Driver.

Apache Spark is a fast and general engine for large-scale data processing. When paired with the CData JDBC Driver for Pipeline CRM, Spark can work with live Pipeline CRM data. This article describes how to connect to and query Pipeline CRM data from a Spark shell.

The CData JDBC Driver offers unmatched performance for interacting with live Pipeline CRM data due to optimized data processing built into the driver. When you issue complex SQL queries to Pipeline CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Pipeline CRM and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can work with and analyze Pipeline CRM data using native data types.

Install the CData JDBC Driver for Pipeline CRM

Download the CData JDBC Driver for Pipeline CRM installer, unzip the package, and run the JAR file to install the driver.

Start a Spark Shell and Connect to Pipeline CRM Data

  1. Open a terminal and start the Spark shell with the CData JDBC Driver for Pipeline CRM JAR file as the jars parameter:
    $ spark-shell --jars /CData/CData JDBC Driver for Pipeline CRM/lib/cdata.jdbc.api.jar
    
  2. With the shell running, you can connect to Pipeline CRM with a JDBC URL and use the SQL Context load() function to read a table.

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

    Pipeline CRM API Profile Settings

    Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Pipeline CRM 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.

    Configure the connection to Pipeline CRM, using the connection string generated above.

    scala> val api_df = spark.sqlContext.read.format("jdbc").option("url", "jdbc:api:Profile=C:\profiles\Pipeline.apip;ProfileSettings='APIKey=your_api_key;APPKey=your_app_key';").option("dbtable","AccountNotifications").option("driver","cdata.jdbc.api.APIDriver").load()
    
  3. Once you connect and the data is loaded you will see the table schema displayed.
  4. Register the Pipeline CRM data as a temporary table:

    scala> api_df.registerTable("accountnotifications")
  5. Perform custom SQL queries against the Data using commands like the one below:

    scala> api_df.sqlContext.sql("SELECT Id, AccountId FROM AccountNotifications WHERE Seen = true").collect.foreach(println)

    You will see the results displayed in the console, similar to the following:

Using the CData JDBC Driver for Pipeline CRM in Apache Spark, you are able to perform fast and complex analytics on Pipeline CRM data, combining the power and utility of Spark with your data. Download a free, 30 day trial of any of the hundreds of CData JDBC Drivers and get started today.

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