LINQ to Vault CRM Data

This article illustrates using LINQ to access tables within the Vault CRM via the CData ADO.NET Data Provider for Vault CRM. To achieve this, we will use LINQ to Entity Framework, which facilitates the generation of connections and can be seamlessly employed with any CData ADO.NET Data Providers to access data through LINQ.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

1. In a new project in Visual Studio, right-click on the project and choose to add a new item. Add an ADO.NET Entity Data Model.
2. Choose EF Designer from Database and click Next.
3. Add a new Data Connection, and change your data source type to "CData Vault CRM Data Source".

4. Enter your data source connection information.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.

   Below is a typical connection string:

   User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;

👁 Required connection properties for the data source. (QuickBooks is shown.)

5. If saving your entity connection to App.Config, set an entity name. In this example we are setting VaultCRMEntities as our entity connection in App.Config.
6. Enter a model name and select any tables or views you would like to include in the model.

Using the entity you created, you can now perform select , update, delete, and insert commands. For example:

VaultCRMEntities context = new VaultCRMEntities();

var northwindproductsQuery = from northwindproducts in context.NorthwindProducts
 select northwindproducts;

foreach (var result in northwindproductsQuery) {
 Console.WriteLine("{0} {1} ", result.Id, result.ProductId);
}

See "LINQ and Entity Framework" chapter in the help documentation for example queries of the supported LINQ.