Planio Integration Guides and Tutorials

Jerod Johnson
Director, Technology Evangelism

A list of guides and tutorials for connecting to and working with live Planio data.

CData Software's connectivity tools enable users to connect directly to live Planio data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Planio data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence - agents, chatbots, and workflows (Claude, ChatGPT, n8n, crewAI, etc.)
Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Artificial Intelligence

Product	Technology	Article Title
Claude Desktop	MCP Server	How to Query Live Planio Data in Claude Desktop
Cline (VS Code)	MCP Server	How to Access Live Planio Data in Visual Studio Code via Cline
Python MCP Server	Python	Connect Planio to AI Assistants With the CData Python MCP Server

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Planio in Alteryx Designer (ODBC)
Aqua Data Studio	JDBC	Connect to Planio in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Planio Data in Databricks (AWS)
Birst	JDBC	Build Visualizations of Planio in Birst
BIRT	JDBC	Design BIRT Reports on Planio
Clear Analytics	ODBC	Build Charts with Planio in Clear Analytics
DBxtra	ODBC	Build Dashboards with Planio in DBxtra
Domo	ODBC	Create Datasets from Planio in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Planio in Dundas BI
FineReport	JDBC	Feed Planio into FineReport
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Planio
JasperServer	JDBC	Create Planio Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Planio in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Planio in JReport Designer
KNIME	JDBC	Enable the Planio JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Planio in LINQPad
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Planio
MicroStrategy	JDBC	Use the CData JDBC Driver for Planio in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Planio in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Planio in MicroStrategy Web
OBIEE	JDBC	Planio Reporting in OBIEE with the Planio JDBC Driver
pandas	Python	Use pandas to Visualize Planio in Python
Pentaho Report Designer	JDBC	Integrate Planio in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Planio
QlikView	ODBC	Connect to and Query Planio in QlikView over ODBC
R	JDBC	Analyze Planio in R (JDBC)
R	ODBC	Analyze Planio in R (ODBC)
RapidMiner	JDBC	Connect to Planio in RapidMiner
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Planio
SAP Crystal Reports	JDBC	Publish Reports with Planio in Crystal Reports (JDBC)
SAS	ODBC	Use the CData ODBC Driver for Planio in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Planio in SAS JMP
Sisense	JDBC	Visualize Live Planio in Sisense
Spago BI	JDBC	Connect to Planio in SpagoBI
Tableau	Tableau	Visualize Planio in Tableau Desktop
Tableau Server	Tableau	Publish Planio-Connected Dashboards in Tableau Server
TIBCO Spotfire	ADO.NET	Visualize Planio in TIBCO Spotfire through ADO.NET
TIBCO Spotfire Server	JDBC	Operational Reporting on Planio from Spotfire Server

ETL & Replication

Product	Technology	Article Title
Amazon Redshift	CData Sync	Automated Continuous Planio Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Planio Replication to Amazon S3
Apache Airflow	JDBC	Bridge Planio Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Planio using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Planio Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Planio Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Planio Connectivity with Apache NiFi
Azure Data Lake	CData Sync	Automated Continuous Planio Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Planio Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Planio to SQL Server
CloverDX	JDBC	Connect to Planio in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Planio Replication to Couchbase
CSV	CData Sync	Automated Continuous Planio Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Planio Replication to Databricks
ETL Validator	JDBC	How to Work with Planio in ETL Validator
FoxPro	ODBC	Work with Planio in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Planio Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Planio Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Planio Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Planio-Connected ETL Processes in Google Data Fusion
Heroku / Salesforce Connect	CData Sync	Replicate Planio for Use in Salesforce Connect
HULFT Integrate	JDBC	Connect to Planio in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Planio Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Planio in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Planio
Jaspersoft ETL	JDBC	Connect to Planio in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Planio Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Planio Replication to Azure SQL
Microsoft OneLake	CData Sync	Automated Continuous Planio Replication to Microsoft OneLake (Fabric}
MongoDB	CData Sync	Automated Continuous Planio Replication to MongoDB
MySQL	CData Sync	Automated Continuous Planio Replication to MySQL
Oracle Data Integrator	JDBC	ETL Planio in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Planio Replication to Oracle
Pentaho Data Integration	JDBC	Integrate Planio in Pentaho Data Integration
petl	Python	Extract, Transform, and Load Planio in Python
PostgreSQL	CData Sync	Automated Continuous Planio Replication to PostgreSQL
SAP HANA	CData Sync	Automated Continuous Planio Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Planio Replication to SingleStore
SnapLogic	JDBC	Integrate Planio with External Services using SnapLogic (JDBC)
Snowflake	CData Sync	Automated Continuous Planio Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Planio Replication to SQL Server
SQLite	CData Sync	Automated Continuous Planio Replication to SQLite
Talend	JDBC	Connect to Planio and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Planio in UiPath Studio
Vertica	CData Sync	Automated Continuous Planio Replication to a Vertica Database

Data Virtualization

Product	Technology	Article Title
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Planio (JDBC)
Denodo	JDBC	Create A Data Source for Planio in Denodo Platform
Dremio	JDBC	Connect to Planio as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Planio as Federated Tables in MySQL
Oracle Database	ODBC	Access Planio as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Planio
SQL Server Linked Servers	ODBC	Connect to Planio as a Linked Server
SQL Server PolyBase	ODBC	Connect to Planio as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Planio Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
AWS Lambda	JDBC	Access Live Planio Data in AWS Lambda
.NET Charts	ADO.NET	DataBind Charts to Planio
.NET QueryBuilder	ODBC	Rapidly Develop Planio-Driven Apps with Active Query Builder
Apache Spark	JDBC	Work with Planio in Apache Spark Using SQL
C++Builder	ODBC	DataBind Controls to Planio Data in C++Builder
Claude Code	MCP Server	Build Planio-Powered Applications in Claude Code with CData MCP Server
ColdFusion	JDBC	Query Planio in ColdFusion Using JDBC
ColdFusion	ODBC	Query Planio in ColdFusion Using ODBC
Cursor	MCP Server	Build Planio-Powered Applications in Cursor with CData MCP Server
Dash	Python	Use Dash & Python to Build Web Apps on Planio
Delphi	ODBC	DataBind Controls to Planio Data in Delphi
DevExpress	ADO.NET	DataBind Planio to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Planio with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Planio
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Planio
Filemaker Pro	ODBC	Bidirectional Access to Planio from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Planio from FileMaker Pro (on Mac)
Gemini Code Assist	MCP Server	Build Planio-Powered Applications in Gemini Code Assist with CData MCP Server
GitHub Copilot	MCP Server	Build Planio-Powered Applications in GitHub Copilot with CData MCP Server
Go	ODBC	Write a Simple Go Application to work with Planio on Linux
Hibernate	JDBC	Object-Relational Mapping (ORM) with Planio Entities in Java
IntelliJ	JDBC	Connect to Planio in IntelliJ
JBoss	JDBC	Connect to Planio from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Planio using JDBI
JetBrains RubyMine	JDBC	Integrate Planio with JetBrains RubyMine
JRuby	JDBC	Connect to Planio in JRuby
Lazarus IDE	ODBC	Easily Integrate Planio Data in Lazarus Pascal IDE
Mendix	JDBC	Build Planio-Connected Apps in Mendix (JDBC)
NodeJS	ODBC	Query Planio through ODBC in Node.js
Perplexity Desktop	MCP Server	How to Query Live Planio Data in Perplexity Desktop
PHP	ODBC	Natively Connect to Planio in PHP
PowerBuilder	ADO.NET	Connect to Planio from PowerBuilder
PyCharm	ODBC	Using the CData ODBC Driver for Planio in PyCharm
Python	ODBC	Connect to Planio in Python on Linux/UNIX
Ruby	ODBC	Connect to Planio in Ruby
RunMyProcess DSEC	JDBC	Connect to Planio in DigitalSuite Studio through RunMyProcess DSEC
Servoy	JDBC	Build Planio-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Planio Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Planio in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Planio in a Connection Pool in Tomcat
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Planio
WebLogic	JDBC	Connect to Planio from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Planio Data into Apache Solr
Coginiti Pro	JDBC	Access Live Planio Data in Coginiti Pro
DataGrip	JDBC	Qeury Planio Data in DataGrip
DB Artisan	JDBC	Manage Planio in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Planio in DBArtisan
DBeaver	JDBC	Connect to Planio in DBeaver
DbVisualizer	JDBC	Connect to Planio in DBVisualizer
Informatica Enterprise Data Catalog	JDBC	Add Planio to Informatica Enterprise Data Catalog
MySQL Workbench	ODBC	Query Planio in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Planio Data with QuerySurge
RazorSQL	JDBC	Connect to Planio in RazorSQL
SQuirreL	JDBC	Connect to Planio in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
Blue Prism	ODBC	Integrate Live Planio Data for Intelligent Robotic Process Automation
MuleSoft Anypoint	JDBC	Access Planio in Anypoint Using SQL
SSIS Import	SSIS	Import Planio Data into SQL Server using SSIS

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