Connect to Vault CRM Data in DBArtisan

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

Integrate Vault CRM 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.

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.

You can then follow the steps below to register Vault CRM 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 Vault CRM data. Vault CRM entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)
   

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