Viewing Clari Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Clari, you gain access to live Clari data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve Clari data. This article will walk through connecting to Clari using the Data Explorer.

Configure a Connection to Clari

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 Clari Profile on disk (e.g. C:\profiles\Clari.apip). Next, set the ProfileSettings connection property to the connection string for Clari (see below).

Clari API Profile Settings

Obtain your API Key and API Secret from Clari workspace settings under Integrations > Clari Copilot API.

Connecting to Clari Data Using Data Explorer

You can create a simple application for displaying Clari data by utilizing the CData FireDAC Components for Clari and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Clari. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: Calls) onto the form.

   👁 Placing the View on the Form. (Salesforce is shown.)
   
8. Select the CallsView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the View. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Calls data.

    👁 The View data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Clari Data in C++Builder
• DataBind Controls to Clari Data in Delphi
• Build a Simple VCL Application for Clari Data