Connect to Pipeline CRM Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Pipeline CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Pipeline CRM as sources. In this article, you will use the JDBC Driver for Pipeline CRM to set up a simple transfer into a flat file. The CData JDBC Driver for Pipeline CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Pipeline CRM as sources. In this article, you will use the JDBC Driver for Pipeline CRM to set up a simple transfer into a flat file.

Connect to Pipeline CRM as a JDBC Data Source

1. Create the connection to Pipeline CRM data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.api.jar file.
3. Enter the JDBC URL.

   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.

   

   A typical JDBC URL is below:

   jdbc:api:Profile=C:\profiles\Pipeline.apip;ProfileSettings='APIKey=your_api_key;APPKey=your_app_key';

Query Pipeline CRM Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Pipeline CRM JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT Id, AccountId FROM AccountNotifications WHERE Seen = 'true'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the AccountNotifications table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.