Replicate Multiple Drift Accounts

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Drift connections. In this article we show how to use the web app to replicate multiple Drift accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate Drift data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Drift to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Drift Connections

You can configure connections to Drift from the Connections tab. To add a connection to one of your Drift accounts, navigate to the Connections tab. For each Drift account you wish to replicate, do the following:

1. Click Add Connection.
2. Select a source (Drift).
3. Configure the connection properties.
   
   

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

   Drift API Profile Settings

   Drift uses OAuth-based authentication.

   You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

   After setting the following options in the ProfileSettings connection property, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to the Client Id that is specified in your app settings.
   • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Queries for Each Drift Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. 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 Drift API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Drift data:

REPLICATE Contacts;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Drift accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Contacts SELECT * FROM Contacts;

• Alternatively, use a different schema:

  REPLICATE PROD.Contacts SELECT * FROM Contacts;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different Drift accounts.