Natively Connect to Pipeliner CRM Data in PHP

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
The CData ODBC driver for Pipeliner CRM enables you to create PHP applications with connectivity to Pipeliner CRM data. Leverage the native support for ODBC in PHP.

Drop the CData ODBC Driver for Pipeliner CRM into your LAMP or WAMP stack to build Pipeliner CRM-connected Web applications. This article shows how to use PHP's ODBC built-in functions to connect to Pipeliner CRM data, execute queries, and output the results.

Configure a DSN

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.

Establish a Connection

Open the connection to Pipeliner CRM by calling the odbc_connect or odbc_pconnect methods. To close connections, use odbc_close or odbc_close_all.

$conn = odbc_connect("CData ODBC API Source","user","password");

Connections opened with odbc_connect are closed when the script ends. Connections opened with the odbc_pconnect method are still open after the script ends. This enables other scripts to share that connection when they connect with the same credentials. By sharing connections among your scripts, you can save system resources, and queries execute faster.

$conn = odbc_pconnect("CData ODBC API Source","user","password");
...
odbc_close($conn); //persistent connection must be closed explicitly

Create Prepared Statements

Create prepared statements and parameterized queries with the odbc_prepare function.

$query = odbc_prepare($conn, "SELECT * FROM Account WHERE Name = ?");

Execute Queries

Execute prepared statements with odbc_execute.

$conn = odbc_connect("CData ODBC API Source","user","password");
$query = odbc_prepare($conn, "SELECT * FROM Account WHERE Name = ?");
$success = odbc_execute($query, array('Acme Corporation'));
  

Execute nonparameterized queries with odbc_exec.

$conn = odbc_connect("CData ODBC API Source","user","password");
$query = odbc_exec($conn, "SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'");
  

Process Results

Access a row in the result set as an array with the odbc_fetch_array function.

$conn = odbc_connect("CData ODBC Pipeliner CRM data Source","user","password");
$query = odbc_exec($conn, "SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'");
while($row = odbc_fetch_array($query)){
 echo $row["Success"] . "\n";
}

Display the result set in an HTML table with the odbc_result_all function.

$conn = odbc_connect("CData ODBC Pipeliner CRM data Source","user","password");
$query = odbc_prepare($conn, "SELECT * FROM Account WHERE Name = ?");
$success = odbc_execute($query, array('Acme Corporation'));
if($success)
  odbc_result_all($query);

More Example Queries

You will find complete information on the driver's supported SQL in the help documentation. The code examples above are Pipeliner CRM-specific adaptations of the PHP community documentation for all ODBC functions.

Ready to get started?

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