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Replicate Clio Data to Multiple Databases
Replicate Clio data to disparate databases with a single configuration.
Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync for Clio integrates live Clio data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Clio data from Windows or any machine running Java.
You can use Sync's command-line interface (CLI) to easily control almost all aspects of the replication. You can use the CLI to replicate Clio data to one or many databases without any need to change your configuration.
Connect to Clio Data
You can save connection strings and other settings like email notifications in XML configuration files.
The following example shows how to replicate to SQLite.
Windows
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync><DatabaseType>SQLite</DatabaseType>
<DatabaseProvider>System.Data.SQLite</DatabaseProvider>
<ConnectionString>Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
<TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
<TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>
Java
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync><DatabaseType>SQLite</DatabaseType><DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
<ConnectionString>Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>
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 you will need to 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.
Configure Replication Queries
Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Clio API. The statement below caches and incrementally updates a table of Clio data:
REPLICATE Bills;
You can specify a file containing the replication queries. This enables you to use the same replication queries to replicate to several databases.
Run Sync
After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:
Windows
APISync.exe -g MySQLiteConfig.xml -f APISync.sql
Java
java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar APISync.jar -g MySQLiteConfig.xml -f APISync.sql
