Connect to Pipeliner CRM Data in DBArtisan

The CData ODBC Driver for Pipeliner CRM seamlessly integrates Pipeliner CRM data into database management tools like DBArtisan by enabling you to access Pipeliner CRM data as a database. This article shows how to create an data source for Pipeliner CRM in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Pipeliner CRM Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to register Pipeliner CRM data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN.
4. Finish the wizard to connect to Pipeliner CRM data. Pipeliner CRM entities are displayed in the Datasource Explorer.

You can now work with Pipeliner CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Pipeliner CRM API.