Connect to Planio Data in DBArtisan

The CData ODBC Driver for Planio seamlessly integrates Planio data into database management tools like DBArtisan by enabling you to access Planio data as a database. This article shows how to create an data source for Planio in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Planio Data into DBArtisan Projects

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 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.

You can then follow the steps below to register Planio data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
   
4. Finish the wizard to connect to Planio data. Planio entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)
   

You can now work with Planio data as you work with any other database. See the driver help documentation for more information on the queries supported by the Planio API.