Import Real-Time Pipeliner CRM Data via JDBC in ColdFusion to Build Applications

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 JDBC, you can link your ColdFusion web and mobile applications to operational Pipeliner CRM data. This allows for your applications to be more robust and complete. This article details how to use the JDBC driver to create a table populated with Pipeliner CRM data from within a ColdFusion markup file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Pipeliner CRM data. When you issue complex SQL queries to Pipeliner CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Pipeliner CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Pipeliner CRM data using native data types.

Configuring the Connection to Pipeliner CRM

You will need a JDBC connection string to establish a connection between Coldfusion and Pipeliner CRM.

Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

Pipeliner CRM API Profile Settings

Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Pipeliner CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.api.jar

Adding a Data Source and Creating a Table

After configuring the connection, follow the steps below to add the CData JDBC Driver to ColdFusion's lib directory, add a new data source, test the connection, create a ColdFusion markup file, and, finally, make a real-time connection with Pipeliner CRM data and display it in a table written in the ColdFusion Markup Language, or CFML:

1. Copy the JDBC Driver for Pipeliner CRM and lic file from "C:\Program Files\CData[product_name]\lib" to "C:\ColdFusion2021\cfusion\wwwroot\WEB-INF\lib".

    cdata.jdbc.api.jar
    cdata.jdbc.api.lic
    

   Note: If you do not copy the .lic file with the jar, you will see a licensing error that indicates you do not have a valid license installed. This is true for both the trial and full versions.

2. From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
   
3. Here, we can "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our JDBC driver, choose "other", then click the "Add" button. 👁 Adding Data Source Name
   
4. Next, populate the driver properties.
   • JDBC URL will need to be in the format: jdbc:api:|connectionString|.
   • A typical connection string looks like this:

     jdbc:api:Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';

   • The Driver Class is: cdata.jdbc.api.APIDriver
   • The Driver Name is arbitrary and simply used to recognize the data source in the ColdFusion administration console.
   👁 Populating driver properties
   
5. Now, test the connection by clicking the check mark to the left of the CDataPipeliner CRMJDBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection
   
6. 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="Pipeliner CRMQuery" dataSource="CDataPipeliner CRMJDBC"> 
    SELECT * FROM Account 
    </cfquery> 
    

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

    
    <cftable 
    query = "Pipeliner CRMQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
   
    <cfcol header="<b>Success</b>" align="Left" width=2 text="Success"/> 
   
    <cfcol header="<b>Id</b>" align="Left" width=15 text="Id"/> 
   
    ...
   
    </cftable> 
    

   Full code, including the HTML portion is available below:

    
    <html> 
    <head><title>CData Software | Pipeliner CRM Account Table Demo </title></head> 
    <body> 
    <cfoutput>#ucase("Pipeliner CRM Account Table Demo")#</cfoutput> 
    <cfquery name="Pipeliner CRMQuery" dataSource="CDataPipeliner CRMJDBC"> 
   
    SELECT * FROM Account 
   
    </cfquery> 
    <cftable 
    query = "Pipeliner CRMQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
    <cfcol header="<b>Success</b>" align="Left" width=2 text="Success"/> 
   
    <cfcol header="<b>Id</b>" align="Left" width=15 text="Id"/> 
   
    ...
   
    </cftable> 
    </body> 
   
    </html> 
    

7. Finally, run the code locally in a browser at the default port of 8500. It produces a table populated with Pipeliner CRM data! 👁 Running the code
   

As a note, the CData JDBC 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 JDBC Driver for Pipeliner CRM and start building Pipeliner CRM-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.