Analyze Reply.io Data in R via JDBC

Access Reply.io data with pure R script and standard SQL on any machine where R and Java can be installed. You can use the CData JDBC Driver for Reply.io and the RJDBC package to work with remote Reply.io data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Reply.io and visualize Reply.io data by calling standard R functions.

Install R

You can match the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running open R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open 3.2.3, which is preconfigured to install packages from the Jan. 1, 2016 snapshot of the CRAN repository. This snapshot ensures reproducibility.

Load the RJDBC Package

To use the driver, download the RJDBC package. After installing the RJDBC package, the following line loads the package:

library(RJDBC)

Connect to Reply.io as a JDBC Data Source

You will need the following information to connect to Reply.io as a JDBC data source:

• Driver Class: Set this to cdata.jdbc.api.APIDriver
• Classpath: Set this to the location of the driver JAR. By default this is the lib subfolder of the installation folder.

The DBI functions, such as dbConnect and dbSendQuery, provide a unified interface for writing data access code in R. Use the following line to initialize a DBI driver that can make JDBC requests to the CData JDBC Driver for Reply.io:

driver <- JDBC(driverClass = "cdata.jdbc.api.APIDriver", classPath = "MyInstallationDir\lib\cdata.jdbc.api.jar", identifier.quote = "'") 

You can now use DBI functions to connect to Reply.io and execute SQL queries. Initialize the JDBC connection with the dbConnect function.

The Reply.io API uses API Key authentication via the x-api-key request header.

Using API Key Authentication

Your Reply.io API key is required to create a connection. To obtain your API key:

1. Log into your Reply.io account.
2. Click your profile icon and select Settings.
3. Navigate to the API section.
4. Copy your API Key.

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Reply.io API key.
• UserEmail (optional): Set this to the email address of the Reply.io user on whose behalf requests are made.

Example connection string:

Profile=C:\profiles\ReplyIO.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_api_key';

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Reply.io 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.)

Below is a sample dbConnect call, including a typical JDBC connection string:

conn <- dbConnect(driver,"jdbc:api:Profile=C:\profiles\ReplyIO.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_api_key';")

Schema Discovery

The driver models Reply.io APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

dbListTables(conn)

Execute SQL Queries

You can use the dbGetQuery function to execute any SQL query supported by the Reply.io API:

billinginfo <- dbGetQuery(conn,"SELECT , FROM BillingInfo WHERE = ''")

You can view the results in a data viewer window with the following command:

View(billinginfo)

Plot Reply.io Data

You can now analyze Reply.io data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(billinginfo$, main="Reply.io BillingInfo", names.arg = billinginfo$, horiz=TRUE)

👁 A basic bar plot. (Salesforce is shown.)