Use Dash to Build to Web Apps on Pipeliner CRM Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas module, and the Dash framework, you can build Pipeliner CRM-connected web applications for Pipeliner CRM data. This article shows how to connect to Pipeliner CRM with the CData Connector and use pandas and Dash to build a simple web app for visualizing Pipeliner CRM data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Pipeliner CRM data in Python. When you issue complex SQL queries from Pipeliner CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Pipeliner CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Pipeliner CRM Data

Connecting to Pipeliner CRM data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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.

After installing the CData Pipeliner CRM Connector, follow the procedure below to install the other required modules and start accessing Pipeliner CRM through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Pipeliner CRM Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Pipeliner CRM Connector to create a connection for working with Pipeliner CRM data.

cnxn = mod.connect("Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';")

Execute SQL to Pipeliner CRM

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-apiedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Pipeliner CRM data and configure the app layout.

trace = go.Bar(x=df.Success, y=df.Id, name='Success')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Pipeliner CRM Account Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Pipeliner CRM data.

python api-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps with connectivity to Pipeliner CRM data. Reach out to our Support Team if you have any questions.

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

cnxn = mod.connect("Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';")

df = pd.read_sql("SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'", cnxn)
app_name = 'dash-apidataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Success, y=df.Id, name='Success')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Pipeliner CRM Account Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)