How to connect to Pipeline CRM Data with Squirrel SQL client

The CData JDBC Driver for Pipeline CRM enables you to execute queries to Pipeline CRM data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Pipeline CRM data and execute queries.

Add the JDBC Driver for Pipeline CRM

Follow the steps below to add the driver JAR.

1. In Squirrel SQL, click Windows -> View Drivers.
2. Click the plus icon to open the Add Driver wizard.
3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Pipeline CRM.
4. In the Example URL box, enter jdbc:api:
5. In the Extra Class Path tab, click Add.
6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.api.APIDriver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

1. Click Windows -> View Aliases.
2. In the pane that lists the aliases, click the plus icon.

3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

   • Name: Enter a name for the alias; for example, CData Pipeline CRM Source.
   • Driver: Select the CData JDBC Driver for Pipeline CRM.
   • URL: Enter jdbc:api:
   
4. If you want to define any additional properties, click Properties.
5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
6. In the Specify column, select the checkboxes for the required connection properties.

   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.

   Below is a typical connection string:

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

   
7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Pipeline CRM Data

After the metadata has loaded, a new tab for the Pipeline CRM data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

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