Connect to Copper Data in DBArtisan

The CData ODBC Driver for Copper seamlessly integrates Copper data into database management tools like DBArtisan by enabling you to access Copper data as a database. This article shows how to create an data source for Copper in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Copper Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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

Copper API Profile Settings

In Copper CRM, go to Settings > Integrations > API Keys and click Generate API Key. Provide both the API key and the email address associated with your account.

You can then follow the steps below to register Copper data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
   
4. Finish the wizard to connect to Copper data. Copper entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)
   

You can now work with Copper data as you work with any other database. See the driver help documentation for more information on the queries supported by the Copper API.