Connect to Insightly Data from PowerBuilder via ODBC

The CData ODBC Driver for Insightly can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Insightly data and execute queries from the Database Painter and controls such as the DataWindow.

Connect to Insightly as an ODBC Data Source

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 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.

Create a Profile for the ODBC Driver for Insightly

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Insightly. In the Database Painter, you can use wizards and the UI to work with Insightly data.

1. In PowerBuilder, click Tools -> Database Painter.
2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
3. On the Connection tab, enter a name for the profile and select the Insightly DSN in the Data Source menu. 👁 The ODBC DSN, required to create the Database Profile. (Salesforce is shown.)
   
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

👁 Live data accessible from an editable grid. (Salesforce is shown.)

Using Insightly Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Insightly data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC"
SQLCA.DBParm = "ConnectString='DSN=CData API Source'"
CONNECT USING SQLCA;
dw_activitysets.SetTransObject(SQLCA);
dw_activitysets.Retrieve();