Query Clio Data Using the OData SDK for PHP

The CData API Server, when paired with the ADO.NET Provider for Clio, exposes Clio data (or data from any of 200+ other ADO.NET Providers) as Web services. You can follow the procedure below to work with Clio data as PHP objects.

Set Up the API Server

Follow the steps below to begin producing secure Clio OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Clio

After you deploy the API Server and the ADO.NET Provider for Clio, provide authentication values and other connection properties needed to connect to Clio by clicking Settings -> Connections and adding a new connection in the API Server administration console.

Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

You can then choose the Clio entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, configure the API Server for compatibility with the OData SDK for PHP: Click Server -> Settings and in the OData section set Default Version to 2.0.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. You can authenticate as well as encrypt connections with SSL. Access can also be restricted based on IP address; by default, only connections from the local machine are allowed.

For simplicity, we will authenticate to the API Server by setting the authtoken in the URL. This is not enabled by default; you will need to add the following lines to the API Server configuration file, settings.cfg.

The settings.cfg file is located in the data directory. In the .NET edition, the data directory is the app_data folder under the www folder. In the Java edition, the data directory's location depends on the operation system:

• Windows: C:\ProgramData\CData\API\
• Unix or Mac OS X: ~/cdata/API/

Work with Clio Entities as PHP Objects

Follow the steps below to use the ODataPHP SDK to create a proxy class that will connect to the Web services exposed by the API Server.

1. Pass the URL to a command like the one below:

   php C:\PHPLib\ODataphp\PHPDataSvcUtil.php /uri=https://your-server:8032/api.rsc/@your-authtoken/ /out=C:\PHPLib\ODataphp\APIEntities.php

   The preceding command defines classes from the metadata returned in the response from the OData endpoint, then outputs the class definitions to the specified folder.

   Both the API Server and the OData SDK for PHP support forms and Windows authentication. The API Server uses authtokens to authenticate users authorized to access the OData endpoint. You can supply authtokens in HTTP Basic authentication or append them to the OData URL.

   You can configure authorized users in the Settings -> Users section of the API Server administration console.

2. You can now start accessing Clio data using an object-oriented interface in PHP. The code below creates a record of the Bills table and then retrieves the live data, showing the newly created record.

   require_once 'APIEntities.php'; try{ $svc = new CData(); $bills = new Bills(); $bills->State = 'awaiting_payment'; $svc->AddToBills($bills); $svc->SetSaveChangesOptions(SaveChangesOptions::None); $svc->SaveChanges(); $response = $svc->bills()->Execute(); foreach($response->Result as $bills) echo $bills->Id."
"; } catch (Exception $e) { //catch errors from the API Server echo $e->getError(), "\n"; }