Viewing Pipeliner CRM Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Pipeliner CRM, you gain access to live Pipeliner CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve Pipeliner CRM data. This article will walk through connecting to Pipeliner CRM using the Data Explorer.

Configure a Connection to Pipeliner CRM

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.

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.

Connecting to Pipeliner CRM Data Using Data Explorer

You can create a simple application for displaying Pipeliner CRM data by utilizing the CData FireDAC Components for Pipeliner CRM and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Pipeliner CRM. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: Account) onto the form.

   👁 Placing the View on the Form. (Salesforce is shown.)
   
8. Select the AccountView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the View. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Account data.

    👁 The View data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Pipeliner CRM Data in C++Builder
• DataBind Controls to Pipeliner CRM Data in Delphi
• Build a Simple VCL Application for Pipeliner CRM Data