Import Real-Time Clio Data in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST.

When ColdFusion is paired with the CData API Driver for JDBC, you can link your ColdFusion web and mobile applications to operational Clio data. This allows for your applications to be more robust and complete. This article details how to use the JDBC driver to create a table populated with Clio data from within a ColdFusion markup file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Clio data. When you issue complex SQL queries to Clio, the driver pushes supported SQL operations, like filters and aggregations, directly to Clio and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Clio data using native data types.

Configuring the Connection to Clio

You will need a JDBC connection string to establish a connection between Coldfusion and Clio.

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.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Clio JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

Adding a Data Source and Creating a Table

After configuring the connection, follow the steps below to add the CData JDBC Driver to ColdFusion's lib directory, add a new data source, test the connection, create a ColdFusion markup file, and, finally, make a real-time connection with Clio data and display it in a table written in the ColdFusion Markup Language, or CFML:

1. Copy the JDBC Driver for Clio and lic file from "C:\Program Files\CData[product_name]\lib" to "C:\ColdFusion2021\cfusion\wwwroot\WEB-INF\lib". cdata.jdbc.api.jar cdata.jdbc.api.lic

   Note: If you do not copy the .lic file with the jar, you will see a licensing error that indicates you do not have a valid license installed. This is true for both the trial and full versions.

2. From the ColdFusion administrator interface, choose Data & Services.
3. Here, we can "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our JDBC driver, choose "other", then click the "Add" button.
4. Next, populate the driver properties.
   • JDBC URL will need to be in the format: jdbc:api:|connectionString|.
   • A typical connection string looks like this:

     jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

   • The Driver Class is: cdata.jdbc.api.APIDriver
   • The Driver Name is arbitrary and simply used to recognize the data source in the ColdFusion administration console.
5. Now, test the connection by clicking the check mark to the left of the CDataClioJDBC data source you just created. When the data source reports an "OK" status, it is ready for use.
6. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

               
           <cfquery name="ClioQuery" dataSource="CDataClioJDBC"> 
             SELECT * FROM Bills 
           </cfquery> 
       

   And a CFTable can be used to quickly output the table in HTML:

               
             <cftable  
             query = "ClioQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
   
             <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
             <cfcol header="<b>Total</b>" align="Left" width=15 text="Total"/> 
   
             ...
   
           </cftable> 
       

   Full code, including the HTML portion is available below:

               
           <html> 
           <head><title>CData Software | Clio Bills Table Demo </title></head> 
           <body> 
           <cfoutput>#ucase("Clio Bills Table Demo")#</cfoutput> 
           <cfquery name="ClioQuery" dataSource="CDataClioJDBC"> 
   
             SELECT * FROM Bills 
   
           </cfquery> 
           <cftable  
             query = "ClioQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
             <cfcol header="<b>Id</b>" align="Left" width=2 text="Id"/> 
   
             <cfcol header="<b>Total</b>" align="Left" width=15 text="Total"/> 
   
             ...
   
           </cftable> 
           </body> 
   
           </html>  
       

7. Finally, run the code locally in a browser at the default port of 8500. It produces a table populated with Clio data!

As a note, the CData JDBC Drivers also support parameterized queries using the cfqueryparam element. For example: SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Clio and start building Clio-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.