Connect to Salesloft Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Salesloft enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesloft as sources and destinations. In this article, you will use the JDBC Driver for Salesloft to set up a simple transfer into a flat file. The CData JDBC Driver for Salesloft enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesloft as sources and destinations. In this article, you will use the JDBC Driver for Salesloft to set up a simple transfer into a flat file.

Connect to Salesloft as a JDBC Data Source

1. Create the connection to Salesloft data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.salesloft.jar file.
3. Enter the JDBC URL. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.salesloft.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:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH;

Query Salesloft Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Salesloft JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT Id, Name FROM Accounts WHERE Country = 'Canada'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Accounts table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.