Automated Continuous Klipfolio Replication to Microsoft Access

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Klipfolio data into your Microsoft Access instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Microsoft Access as a Replication Destination

Using CData Sync, you can replicate Klipfolio data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Microsoft Access as a destination. 👁 Configure a Destination connection to Microsoft Access.
   
3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
   • Data Source: The path to the Access database. The application must have read/write permissions to the database.
   • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

   Windows Edition

   Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

   Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
   
5. Click Save Changes.

Configure the Klipfolio Connection

You can configure a connection to Klipfolio from the Connections tab. To add a connection to your Klipfolio account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Klipfolio).
3. Configure the connection properties.
   
   

   Set the ProfileSettings connection property to the connection string for Klipfolio (see below).

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect (e.g. "APIKey=your_api_key").

   👁 Configuring a Profile Source connection (Klaviyo is shown).
   
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Klipfolio data to Microsoft Access.