Replicate Vault CRM Data from PowerShell

The CData ODBC Driver for Vault CRM enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Vault CRM data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Vault CRM data to other databases. This article shows how to replicate Vault CRM data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for Vault CRM

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.

Connect to Vault CRM

The code below shows how to use the DSN to initialize the connection to Vault CRM data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData VaultCRM Source x64"

Back Up Vault CRM Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $NorthwindProducts
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Vault CRM data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Vault CRM through the .NET Framework Provider for ODBC:

Retrieve Vault CRM Data

$sql="SELECT ProductId, ProductName from NorthwindProducts"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
 $dt.Columns | foreach ($col in dt{
 Write-Host $1[$_]
 }
}

Update Vault CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE NorthwindProducts SET CategoryId='5' WHERE Id = @myId", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Insert Vault CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO NorthwindProducts SET CategoryId='5' WHERE Id = @myId", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Delete Vault CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM NorthwindProducts WHERE Id = @myid", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()