VOOZH about

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

⇱ Import Real-Time Pipeline CRM Data via ODBC in ColdFusion to Build Applications

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

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData ODBC drivers to import and use Pipeline CRM 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 Pipeline CRM 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 Pipeline CRM 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 Pipeline CRM Profile on disk (e.g. C:\profiles\Pipeline.apip). Next, set the ProfileSettings connection property to the connection string for Pipeline CRM (see below).

Pipeline CRM API Profile Settings

Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

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 Pipeline CRM Data and display it in a table in ColdFusion:

  1. From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
  2. 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
  3. From the ODBC DSN Dropdown menu select CData Pipeline CRM 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
  4. Now, test the connection by pressing the check mark to the left of the CDataPipeline CRMODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection
  5. 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="Pipeline CRMQuery" dataSource="CDataPipeline CRMODBC"> 
 SELECT * FROM AccountNotifications 
 </cfquery>
    And a CFTable can be used to quickly output the table in HTML: 
     
 <cftable 
 query = "Pipeline CRMQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 

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

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

 ...

 </cftable>
    Full code, including the HTML portion is available below: 
     
 <html> 
 <head><title>CData Software | Pipeline CRM AccountNotifications Table Demo </title></head> 
 <body> 
 <cfoutput>#ucase("Pipeline CRM AccountNotifications Table Demo")#</cfoutput> 
 <cfquery name="Pipeline CRMQuery" dataSource="CDataPipeline CRMODBC"> 

 SELECT * FROM AccountNotifications 

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

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

 ...

 </cftable> 
 </body> 

 </html>
  6. Finally, run the code in a browser. It produces a table populated with Pipeline CRM 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 Pipeline CRM and start building Pipeline CRM-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 Pipeline CRM with the API Driver

Connect to Pipeline CRM