How to connect to Pipeliner CRM Data in DBVisualizer

The CData API Driver for JDBC implements JDBC standards to provide connectivity to Pipeliner CRM data in applications ranging from business intelligence tools to IDEs. This article shows how to establish a connection to Pipeliner CRM data in DBVisualizer and use the table editor to load Pipeliner CRM data.

Create a New Driver Definition for Pipeliner CRM Data

Follow the steps below to use the Driver Manager to provide connectivity to Pipeliner CRM data from DBVisualizer tools.

1. In DBVisualizer, click Tools -> Driver Manager.
2. Click the plus sign "" to create a new driver.
3. Select "Custom" as the template.
4. On the Driver Settings tab:
   • Set Name to a user-friendly name (e.g. "CData Pipeliner CRM Driver")
   • Set URL Format to jdbc:api:
   • In Driver artifacts and jar files (jars are loaded in order from top):
     1. Click the plus sign "" -> "Add Files"
     2. Navigate to the "lib" folder in the installation directory (C:\Program Files\CData API Driver for JDBC XXXX\)
     3. Select the JAR file (cdata.jdbc.API.jar) and click "Open"
     
5. The Driver Class should populate automatically. If not, select class (cdata.jdbc.api.APIDriver).

Define the Connection to the JDBC Data Source

Close the "Driver Manager" and follow the steps below to save connection properties in the JDBC URL.

1. In the "Databases" tab, click the plus sign "" and select the driver you just created.

2. In the "Connection" section, set the following options:

   • Database Type: If you selected the wizard option, the database type is automatically detected. If you selected the "No Wizard" option, select the Generic or Auto Detect option in the Database Type menu.
   • Driver Type: Select the driver you just created.

   • Database URL: Enter the full JDBC URL. The syntax of the JDBC URL is jdbc:api: followed by the connection properties in a semicolon-separated list of name-value pairs.

     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.

     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.

     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     A typical connection string is below:

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

   • NOTE: Database Userid and Database Password correspond with the User and Password properties for Pipeliner CRM.
3. On the Connection tab, click Connect.

To browse through tables exposed by the Pipeliner CRM JDBC Driver, right-click a table and click "Open in New Tab."

To execute SQL queries, use the SQL Commander tool: Click SQL Commander -> New SQL Commander. Select the Database Connection, Database, and Schema from the available menus.

See the "Supported SQL" chapter in the help documentation for more information on the supported SQL. See the "Data Model" chapter for table-specific information.

More Information & Free Trial

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