Query Pipeliner CRM Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData API Driver for JDBC, DataGrip can work with live Pipeliner CRM data. This article shows how to establish a connection to Pipeliner CRM data in DataGrip.

Create a New Driver Definition for Pipeliner CRM

The steps below describe how to create a new Data Source in DataGrip for Pipeliner CRM.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Pipeliner CRM Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.api.jar).
   • Set Class to cdata.jdbc.api.API.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Pipeliner CRM

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Pipeliner CRM Driver" to create a new Pipeliner CRM Data Source.
2. In the new window, configure the connection to Pipeliner CRM with a JDBC URL.

   Built-in Connection String Designer

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

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

   Pipeliner CRM API Profile Settings

   Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

   
3. Set URL to the connection string, e.g.,

   jdbc:api:Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';

4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Pipeliner CRM

To browse through the Pipeliner CRM entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example:

SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Pipeliner CRM data in DataGrip. Reach out to our Support Team if you have any questions.