Query Factorial Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData API Driver for JDBC, DataGrip can work with live Factorial data. This article shows how to establish a connection to Factorial data in DataGrip.

Create a New Driver Definition for Factorial

The steps below describe how to create a new Data Source in DataGrip for Factorial.

1. In DataGrip, click File -> New > Project and name the project 👁 Creating a new DataGrip project.
   
2. In the Database Explorer, click the plus icon () and select Driver. 👁 Adding a new Driver.
   
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Factorial Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.api.jar).
   • Set Class to cdata.jdbc.api.API.jar
4. Click "Apply" then "OK" to save the Connection 👁 A configured Driver (Salesforce is shown).
   

Configure a Connection to Factorial

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Factorial Driver" to create a new Factorial Data Source.
2. In the new window, configure the connection to Factorial with a JDBC URL.

   Built-in Connection String Designer

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

   Authentication

   Factorial uses OAuth 2.0 for authentication to connect to your HR data or to allow other users to connect to their data.

   Using OAuth Authentication

   To connect using OAuth, follow these steps:

   1. Navigate to your Factorial admin panel and create a new OAuth application.
   2. Copy the Client ID and Client Secret from your application configuration.
   3. Configure the following connection properties:

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to your OAuth Client ID.
   • OAuthClientSecret: Set this to your OAuth Client Secret.
   • Scope: Set this to specify the data access permissions (default: "read write").
   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
3. Set URL to the connection string, e.g.,

   jdbc:api:Profile=C:\profiles\Factorial.apip;AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

4. Click "Apply" and "OK" to save the connection string 👁 A configured Data Source (Salesforce is shown).
   

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Factorial

To browse through the Factorial entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example:

SELECT , FROM Agreements WHERE ProcessId = '123'

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Factorial data in DataGrip. Reach out to our Support Team if you have any questions.