Access Clio Data from MySQL in PHP

You can use the CData SQL Gateway and ODBC Driver for Clio to access Clio data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to connect to Clio data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

Connect to Clio Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Clio data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

👁 Creating a MySQL Remoting Service in SQL Gateway (Salesforce is shown)

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

• Host: Specify the remote host location where the service is running. In this case "localhost" is used for the remote host setting since the service is running on the local machine.
• Username: Specify the username for a user you authorized on the SQL Gateway's Users tab.
• Password: Specify the password for the authorized user account.
• Database Name: Specify the system DSN as the database name.
• Port: Specify the port the service is running on; port 3306 in this example.

mysqli

<?php
$mysqli = new mysqli("localhost", "user", "password", "CData API Sys","3306");
?>

PDO

<?php
$pdo = new PDO('mysql:host=localhost;dbname=CData API Sys;port=3306', 'user', 'password');
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

1. Query the table; for example, Bills. The results will be stored as an associative array in the $result object.
2. Iterate over each row and column, printing the values to display in the PHP page.
3. Close the connection.

mysqli

$result = $mysqli->query("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'");
while($row = $result->fetch_assoc()) {
 foreach ($row as $k=>$v) {
 echo "$k : $v";
 echo "<br>"; 
 }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
 foreach ($row as $k=>$v) {
 echo "$k : $v";
 echo "<br>"; 
 }
}
$result = null;
$pdo = null;