Using the CData ODBC Driver for Vault CRM in PyCharm

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Vault CRM from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Vault CRM as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

1. Click File -> Settings to open the project settings window.
2. Click Project Interpreter from the Project: YourProjectName menu.
3. To add pyodbc, click the + button and enter pyodbc.
4. Click Install Package to install pyodbc.

Connect to Vault CRM

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

You are ready to connect after specifying the following connection properties:

• Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
• User: The username you use to login to your account.
• Password: The password you use to login to your account.

Below is the syntax for a DSN:

[CData VaultCRM Source]
Driver = CData ODBC Driver for Vault CRM
Description = My Description
User = myuser
Password = mypassword
Server = localhost
Database = mydatabase

Execute SQL to Vault CRM

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for VaultCRM};User = myuser;Password = mypassword;Server = localhost;Database = mydatabase;')
cursor = cnxn.cursor()
cursor.execute("SELECT ProductId, ProductName FROM NorthwindProducts WHERE CategoryId = '5'")
rows = cursor.fetchall()
for row in rows:
  print(row.ProductId, row.ProductName)

After connecting to Vault CRM in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Vault CRM data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].