How to Connect DBeaver to Clio via a JDBC Driver

The CData API Driver for JDBC implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Clio data with wizards in DBeaver and browse data in the DBeaver GUI.

Create a JDBC Data Source for Clio Data

Follow the steps below to load the driver JAR in DBeaver.

1. Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
2. In the Settings tab:
   • Set Driver Name to a user-friendly name for the driver (e.g. CData API Driver for JDBC).
   • Set Class Name to the class name for the JDBC driver: cdata.jdbc.api.APIDriver.
   • Set URL Template to jdbc:api:.
   👁 Configure the new driver settings (Salesforce is shown).
   
3. In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.API.jar). 👁 Loading the JDBC JAR file (Salesforce is shown).
   

Create a Connection to Clio Data

Follow the steps below to add credentials and other required connection properties.

1. In the "Database" menu, click "New Database Connection."
2. In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData API Driver for JDBC) and click "Next >." 👁 Selecting the driver (Salesforce is shown).
   
3. On the Main tab of the configuration wizard, set the JDBC URL, using the required connection properties:

   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.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Clio 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.)
   

   Below is a typical connection string:

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

   👁 Configuring the JDBC URL (Salesforce is shown).
   
4. Click "Test Connection ..." to ensure you have configured the connection properly. 👁 A successfully configured connection (Salesforce is shown).
   
5. Click "Finish."

Query Clio Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.

👁 The results of a query in DBeaver. (Salesforce is shown.)

More Information & Free Trial

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Clio data in DBeaver. Join the CData Community or reach out to our Support Team if you have any questions.