How to connect to Pipeliner CRM Data with Squirrel SQL client

The CData JDBC Driver for Pipeliner CRM enables you to execute queries to Pipeliner CRM data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Pipeliner CRM data and execute queries.

Add the JDBC Driver for Pipeliner CRM

Follow the steps below to add the driver JAR.

1. In Squirrel SQL, click Windows -> View Drivers.
2. Click the plus icon to open the Add Driver wizard.
3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Pipeliner CRM.
4. In the Example URL box, enter jdbc:api:
5. In the Extra Class Path tab, click Add.
6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.api.APIDriver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

1. Click Windows -> View Aliases.
2. In the pane that lists the aliases, click the plus icon.

3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

   • Name: Enter a name for the alias; for example, CData Pipeliner CRM Source.
   • Driver: Select the CData JDBC Driver for Pipeliner CRM.
   • URL: Enter jdbc:api:
   • Password: Enter the password, which is added to the JDBC URL.
   👁 The alias definition, containing the connection parameters. (Salesforce is shown.)
   
4. If you want to define any additional properties, click Properties.
5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
6. In the Specify column, select the checkboxes for the required connection properties.

   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.

   Below is a typical connection string:

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

   👁 Connection properties automatically detected by Squirrel SQL. (Salesforce is shown.)
   
7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Pipeliner CRM Data

After the metadata has loaded, a new tab for the Pipeliner CRM data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

👁 Column metadata for a table. (Salesforce is shown.)

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'