How to connect to Pipeliner CRM Data from IntelliJ

The CData JDBC Driver for Pipeliner CRM enables you to access Pipeliner CRM as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Pipeliner CRM data in IntelliJ.

Create a JBDC Data Source for Pipeliner CRM

Follow the steps below to add the driver JAR and define connection properties required to connect to Pipeliner CRM data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.api.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.api.APIDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:api: and includes connection properties separated with semicolons.

     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.

     

     A typical JDBC URL is the following:

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

Edit and Save Pipeliner CRM Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor.