Connect to CapsuleCRM Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for CapsuleCRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with CapsuleCRM as sources. In this article, you will use the JDBC Driver for CapsuleCRM to set up a simple transfer into a flat file. The CData JDBC Driver for CapsuleCRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with CapsuleCRM as sources. In this article, you will use the JDBC Driver for CapsuleCRM to set up a simple transfer into a flat file.

Connect to CapsuleCRM as a JDBC Data Source

1. Create the connection to CapsuleCRM data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.api.jar file.
3. Enter the JDBC URL.

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

   CapsuleCRM API Profile Settings

   Register an OAuth application at https://developer.capsulecrm.com/signIn using your GitHub credentials to obtain a client ID and client secret.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the CapsuleCRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.api.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical JDBC URL is below:

   jdbc:api:Profile=C:\profiles\Capsulecrm.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

Query CapsuleCRM Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the CapsuleCRM JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT Id, Name FROM ActivityTypes WHERE Name = 'Phone Call'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the ActivityTypes table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.