Replicate Multiple Vault CRM Accounts via the CData Sync CLI

CData Sync for Vault CRM is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Vault CRM connections. In this article we show how to use the CLI to replicate multiple Vault CRM accounts.

Configure Vault CRM Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Vault CRM accounts, use multiple configuration files. Below is an example configuration to replicate Vault CRM to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
  <DatabaseType>SQLite</DatabaseType>
  <DatabaseProvider>System.Data.SQLite</DatabaseProvider>
  <ConnectionString>User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;</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>User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;</ConnectionString>
  <ReplicateAll>False</ReplicateAll>
  <NotificationUserName></NotificationUserName>
  <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>

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.

Configure Queries for Each Vault CRM Instance

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 Vault CRM API. The statement below caches and incrementally updates a table of Vault CRM data:

REPLICATE NorthwindProducts;

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 Vault CRM accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_NorthwindProducts SELECT * FROM NorthwindProducts 

Alternatively, you can use a different schema:

REPLICATE PROD.NorthwindProducts SELECT * FROM NorthwindProducts

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

VaultCRMSync.exe -g MyProductionVaultCRMConfig.xml -f MyProductionVaultCRMSync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar VaultCRMSync.jar -g MyProductionVaultCRMConfig.xml -f MyProductionVaultCRMSync.sql