Connect to Todoist Data as a SQL Server Linked Server

SQL Server Linked Servers enable the SQL Server Database Engine to read data from remote data sources and execute commands against the remote database servers outside of the instance of SQL Server. Typically, linked servers are configured to enable the execution of a T-SQL statement that includes tables in another instance of SQL Server, or another database product such as Oracle. When paired with CData Connect AI, linked servers provides instant access to Todoist data from your SQL Server database. This article demonstrates how to connect to Todoist using Connect AI and query Todoist data in SQL Server Management Studio (SSMS).

CData Connect AI provides a pure SQL Server interface for Todoist, allowing you to query data from Todoist without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Todoist, leveraging server-side processing to return the requested Todoist data quickly.

Configure Todoist Connectivity for SQL Server

Connectivity to Todoist from SQL Linked Servers is made possible through CData Connect AI. To work with Todoist data from SQL Linked Servers, we start by creating and configuring a Todoist connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Todoist" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Todoist.

   Start by setting the Profile connection property to the location of the Todoist Profile on disk (e.g. C:\profiles\Todoist.apip). Next, set the ProfileSettings connection property to the connection string for Todoist (see below).

   Todoist API Profile Settings

   To authenticate to Todoist, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

   First, register an OAuth application with Todoist. To do so, go to App Management Console, create a new application and configure a valid OAuth redirect URL. Your Oauth application will be assigned a client id and a client secret.

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Todoist Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Todoist data from .

Connect to Todoist from SQL Server using Connect AI

To establish a connection from SQL Server Linked Server to the CData Connect AI Virtual SQL Server API, follow these steps.

1. Open Microsoft SQL Server Management Studio.
2. In the Object Explorer pane, open Server Objects, right-click Linked Servers, and select New Linked Server.

3. The New Linked Server dialogue opens. On the General page, enter the following information:
   • Enter a name for the server in the Linked server field.
   • Select the radio button Other data source and select SQL Server Native Client 11.0 as the provider.
   • In the Data source field, enter tds.cdata.com,14333
   • In the Catalog field, enter enter the Connection Name of the CData Connect AI data source you want to connect to (for example, API1).
   
4. Select the Security page. At the bottom, select the radio button labeled Be made using this security context and enter the following information:
   • Remote login - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • With password - enter the PAT you generated on the Settings page.
   
5. Click OK to create the server.
Your linked server can now be used to access the data in the data source you specified. If you need to access data from more sources, create another linked server for each one.

Execute Queries

You can now execute queries to the Todoist linked server from any tool that can connect to SQL Server. An example SQL query would be:

		SELECT * FROM [CDATA CONNECT CLOUD].[API1].[API].[Tasks]
	

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