Manage Insightly Data in DBArtisan as a JDBC Source

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

Integrate Insightly Data into DBArtisan Projects

Follow the steps below to register Insightly data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory. 👁 The JDBC driver definition in the Register Datasource wizard. (Salesforce is shown.)
   
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

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

   Insightly API Profile Settings

   Navigate to your Insightly profile and select User Settings > API to find your API key. The Pod value (e.g.,

   na1

   ) is derived from the subdomain of your API URL.

   Built-in Connection String Designer

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

   👁 Required JDBC connection properties in the Register Datasource wizard. (Salesforce is shown.)
   

   Below is a typical connection string:

   jdbc:api:Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';

6. Finish the wizard to connect to Insightly data. Insightly entities are displayed in the Datasource Explorer.

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