Working with Clio Data in LINQPad

The CData ADO.NET Provider for Clio enables you to use standard ADO.NET interfaces like LINQ and the Entity Framework to work with Clio data. This article will demonstrate the process of establishing a connection from LINQPad and executing LINQ queries.

Create the Data Model

After downloading and installing both the provider and LINQPad, create a new class library project within Visual Studio.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

1. Right-click your project and click Add -> New Item -> ADO.NET Entity Data Model. In the resulting dialog, select Code First from database. Click New Connection and specify the connection string options in the resulting wizard.

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

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

   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.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

   Below is a typical connection string:

   Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

   👁 The required connection properties in the Entity Data Model Configuration Wizard. (JSON is shown.)
   

2. Select the desired tables and views and click Finish to create the data model.

   👁 The last step of the Entity Data Model Configuration Wizard, where tables are imported into the entity model.
   
3. Build the project. The generated files can be used to create the Clio connection in LINQPad.

Connect to Clio Data in LINQPad

After you have obtained the required connection properties and created the data model assembly, follow the steps below to start using the data model in LINQPad.

1. Open LINQPad and click Add Connection.

2. Select the "Use a typed data context from your own assembly" option.

3. Select Entity Framework DbContext.

   👁 The Choose Data Context dialog.
   

4. Click Browse next to the Path to Custom Assembly box and browse to your project folder. Browse to the .dll or .exe under the bin folder.

5. Select the name of the DbContext.
6. If you saved your connection string in App.Config, specify the path to the App.config.

You can now query Clio data through LINQPad. For examples of the supported LINQ queries, see the "LINQ and Entity Framework" chapter in the help documentation.