How to connect to Insightly Data from IntelliJ

The CData JDBC Driver for Insightly enables you to access Insightly as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Insightly data in IntelliJ.

Create a JBDC Data Source for Insightly

Follow the steps below to add the driver JAR and define connection properties required to connect to Insightly data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.api.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.api.APIDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:api: and includes connection properties separated with semicolons.

     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.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is the following:

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

Edit and Save Insightly Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor.