Create Informatica Mappings From/To an ODBC Data Source for Pipeliner CRM

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Pipeliner CRM, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Pipeliner CRM data in Informatica PowerCenter.

Connect to Pipeliner CRM as an ODBC Data Source

Information for connecting to Pipeliner CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Pipeliner CRM in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData API Source]
Driver = CData ODBC Driver for Pipeliner CRM
Description = My Description
Profile = C:\profiles\Pipeliner.apip
ProfileSettings = 'User = your_api_token
Password = your_api_password
SpaceId = your_space_id
ServiceUrl = your_service_url'

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Account Data

Follow the steps below to create a linked table, which enables you to access live Account data.

Create the ODBC Connection

Follow the steps below to connect to Pipeliner CRM in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Pipeliner CRM Data Object

After you have created an ODBC connection to Pipeliner CRM, you can now access Pipeliner CRM entities in Informatica. Follow the steps below to add Account entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Pipeliner CRM entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Pipeliner CRM source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Pipeliner CRM connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Pipeliner CRM table in the mapping. (Salesforce is shown.)

Follow the steps below to map Pipeliner CRM columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Pipeliner CRM object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Pipeliner CRM data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)