How to connect to Clio Data with Squirrel SQL client

The CData JDBC Driver for Clio enables you to execute queries to Clio data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Clio data and execute queries.

Add the JDBC Driver for Clio

Follow the steps below to add the driver JAR.

1. In Squirrel SQL, click Windows -> View Drivers.
2. Click the plus icon to open the Add Driver wizard.
3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Clio.
4. In the Example URL box, enter jdbc:api:
5. In the Extra Class Path tab, click Add.
6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.api.APIDriver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

1. Click Windows -> View Aliases.
2. In the pane that lists the aliases, click the plus icon.

3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

   • Name: Enter a name for the alias; for example, CData Clio Source.
   • Driver: Select the CData JDBC Driver for Clio.
   • URL: Enter jdbc:api:
   👁 The alias definition, containing the connection parameters. (Salesforce is shown.)
   
4. If you want to define any additional properties, click Properties.
5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
6. In the Specify column, select the checkboxes for 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.

   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;
   

   👁 Connection properties automatically detected by Squirrel SQL. (Salesforce is shown.)
   
7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Clio Data

After the metadata has loaded, a new tab for the Clio data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

👁 Column metadata for a table. (Salesforce is shown.)

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

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