Build MVC Applications with Connectivity to Clio Data

In this article, we will guide you through the process of utilizing wizards within Visual Studio to seamlessly integrate the CData ADO.NET Provider for Clio into a basic MVC (Model, View, Controller) project.

Create the Entity Framework Model

Follow the steps below to save connection properties and map tables to entities in the data model.

1. Create a new MVC project in Visual Studio. In this example, the project name is MvcAPIApp.

2. If you are using Entity Framework 6, you will need to take the preliminary step of registering the Clio Entity Framework provider for your project. See the "LINQ and Entity Framework" chapter in the help documentation for a guide.

   Note that MVC 3 scaffolding and MVC 4 scaffolding do not support Entity Framework 6. You can use your scaffolding with Entity Framework 6 by upgrading to the latest version of MVC.

3. To add the .edmx file from the designer, right-click your Models folder and click Add New Item. Select ADO.NET Entity Data Model, name the model, and click Add. In this example, the name of the model is APIModel.
4. In the Entity Data Model wizard, select the option 'EF Designer from database'. The Entity Data Model wizard is displayed.
5. Click New Connection. Select CData Clio Data Source in the dialog that is displayed.

6. Specify the required connection string properties.

   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.

   A typical connection string is below:

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

7. Name the connection and select whether to include sensitive information, such as connection credentials, in the connection string. For simplicity, this example saves sensitive information in Web.config. The connection settings are saved as APIEntities.

8. Select the views you need. In this example, Bills is imported. Also, the option to pluralize object names is deselected in this example. Click Finish to create the .edmx file.
9. Build your project to complete this step.

Scaffold the Controller and Views

Once you've established the model and completed the project build, you can employ ASP.NET Scaffolding wizards to generate both the controller and the views.

1. In Solution Explorer, right-click the controllers folder and click Add -> Controller. Select MVC 5 Controller with views, using Entity Framework.
2. In the Add Controller dialog that is then displayed, select the following options:
   • Model class: Select a table you imported; for example, Bills.
   • Data context class: Select your context class.
3. Leave the default values for the other fields.