Connect to Planio Data in Aqua Data Studio

The CData JDBC Driver for Planio integrates Planio data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Planio data through the connection manager and execute queries.

Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Planio data source can then be accessed from Aqua Data Studio tools.

1. In Aqua Data Studio, select Register Server from the Servers menu.
2. In the Register Server form, select the 'Generic - JDBC' connection.
3. Enter the following JDBC connection properties:
   • Name: Enter a name for the data source; for example, Planio.
   • Driver Location: Click the Browse button and select the cdata.jdbc.api.jar file, located in the lib subfolder of the installation directory.
   • Driver: Enter the Driver's class name, cdata.jdbc.api.APIDriver.

   • URL: Enter the JDBC URL, which starts with jdbc:api: and is followed by a semicolon-separated list of connection properties.

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

     Planio API Profile Settings

     Enable the REST API in Planio Administration Settings, then go to My Account > API Access Key and click Show to reveal your API key. Your subdomain is the prefix of your Planio account URL.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.api.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     A typical JDBC URL is below:

     jdbc:api:Profile=C:\profiles\Planio.apip;ProfileSettings='APIKey=your_api_key;Subdomain=your_subdomain';

   👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. (QuickBooks is shown.)
   

Query Planio Data

You can now query the tables exposed.