Import Real-Time Insightly Data via ODBC in ColdFusion to Build Applications

Dibyendu Datta
Lead Technology Evangelist

Use CData ODBC drivers to import and use Insightly data in ColdFusion.

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData API Driver for ODBC, you can link your ColdFusion web and mobile applications to operational Insightly data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Insightly data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData API Driver for ODBC and Adobe ColdFusion.

Configuring the Connection

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 process. 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 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.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Insightly Data and display it in a table in ColdFusion:

From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button. 👁 Adding Data Source Name
From the ODBC DSN Dropdown menu select CData Insightly Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration. 👁 Populating driver properties
Now, test the connection by pressing the check mark to the left of the CDataInsightlyODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection

Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

The following code queries the data source:

 
 <cfquery name="InsightlyQuery" dataSource="CDataInsightlyODBC"> 
 SELECT * FROM ActivitySets 
 </cfquery>

And a CFTable can be used to quickly output the table in HTML:

 
 <cftable 
 query = "InsightlyQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 

 <cfcol header="<b>ActivitysetId</b>" align="Left" width=2 text="ActivitysetId"/> 

 <cfcol header="<b>Name</b>" align="Left" width=15 text="Name"/> 

 ...

 </cftable>

Full code, including the HTML portion is available below:

 
 <html> 
 <head><title>CData Software | Insightly ActivitySets Table Demo </title></head> 
 <body> 
 <cfoutput>#ucase("Insightly ActivitySets Table Demo")#</cfoutput> 
 <cfquery name="InsightlyQuery" dataSource="CDataInsightlyODBC"> 

 SELECT * FROM ActivitySets 

 </cfquery> 
 <cftable 
 query = "InsightlyQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 
 <cfcol header="<b>ActivitysetId</b>" align="Left" width=2 text="ActivitysetId"/> 

 <cfcol header="<b>Name</b>" align="Left" width=15 text="Name"/> 

 ...

 </cftable> 
 </body> 

 </html>

Finally, run the code in a browser. It produces a table populated with Insightly data! 👁 Running the code

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Insightly and start building Insightly-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.

Ready to get started?

Connect to live data from Insightly with the API Driver

Connect to Insightly

URL: https://www.cdata.com/kb/tech/insightly-odbc-coldfusion.rst