Access Clio Data in Mule Applications Using the CData JDBC Driver

The CData API Driver for JDBC connects Clio data to Mule applications enabling read functionality with familiar SQL queries. The JDBC Driver allows users to easily create Mule applications to backup, transform, report, and analyze Clio data.

This article demonstrates how to use the CData API Driver for JDBC inside of a Mule project to create a Web interface for Clio data. The application created allows you to request Clio data using an HTTP request and have the results returned as JSON. The exact same procedure outlined below can be used with any CData JDBC Driver to create a Web interface for the hundreds of available data sources.

1. Create a new Mule Project in Anypoint Studio.
2. Add an HTTP Connector to the Message Flow.
3. Configure the address for the HTTP Connector. 👁 Add and Configure the HTTP Connector
   
4. Add a Database Select Connector to the same flow, after the HTTP Connector.
5. Create a new Connection (or edit an existing one) and configure the properties.
   • Set Connection to "Generic Connection"
   • Select the CData JDBC Driver JAR file in the Required Libraries section (e.g. cdata.jdbc.api.jar). 👁 Adding the JAR file (Salesforce is shown).
     
   • Set the URL to the connection string for Clio

     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.

   • Set the Driver class name to cdata.jdbc.api.APIDriver. 👁 A configured Database Connection (Salesforce is shown).
     
   • Click Test Connection.
6. Set the SQL Query Text to a SQL query to request Clio data. For example:

   SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'

   👁 Configure the Select object (Salesforce is Shown)
   
7. Add a Transform Message Component to the flow.
8. Set the Output script to the following to convert the payload to JSON:

   %dw 2.0
   output application/json
   ---
   payload
    

   👁 Add the Transform Message Component to the Flow
   
9. To view your Clio data, navigate to the address you configured for the HTTP Connector (localhost:8081 by default): http://localhost:8081. The Clio data is available as JSON in your Web browser and any other tools capable of consuming JSON endpoints.

At this point, you have a simple Web interface for working with Clio data (as JSON data) in custom apps and a wide variety of BI, reporting, and ETL tools. Download a free, 30 day trial of the JDBC Driver for Clio and see the CData difference in your Mule Applications today.