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Prerequisites

Before you connect, you must first do the following:
  • Connect a data source to your Connect AI account. See Sources for more information.
  • Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.

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Connect from Mac

1
Download and install the Actual ODBC Driver for SQL Server.
2
Configure a DSN using the Actual ODBC driver by setting the following:
  • URL: https://tds.cdata.com/
  • Port: Change the port from 1433 to 14333
  • Username: your Connect AI email
  • Password: the PAT you created earlier
The FileMaker Pro SQL Query Builder requires customization to connect to Connect AI. Auto-generated queries do not work in FileMaker Pro. We recommend the following additional steps:
1
In the SQL Query Builder SELECT tab, select the columns to include as part of the query.
2
Open the WHERE tab of the SQL Query Builder and select Show only selected columns.
3
In Table.Column, select a table and a column name.
4
Set the Operator to =.
5
Select Column, and then select the same table and column name as Table.Column.
6
Click Insert into SQL Query.
7
If no other modifications to the SQL query are required, click Execute.

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Connect from Windows

To establish a connection from FileMaker Pro to Connect AI, follow these steps.
1
Download and install the Connect AI ODBC driver.
  • Open the Integrations page of Connect AI.
  • Search for ODBC.
  • Click Download and select your operating system.
  • When the download is complete, run the setup file.
  • When the installation is complete, the ConfigureODBC file can be found in the installation directory.
2
Open the ConfigureODBC file.
3
In the Basic tab, make sure the Auth Scheme is OAuth.
4
In the Advanced tab, in Miscellaneous > Default Catalog, enter the name of the connection set up in the prerequisites.
5
Click Test Connection. Click OK when you have a successful connection.
6
Launch FileMaker Pro. A startup screen appears.
7
Start a blank app or use a template. Name your app.
8
Select File > Import Records > ODBC Data Source. A Select ODBC Data Source dialog appears.
9
Select Connect Source and click Continue.
10
Enter your user credentials in the dialog. The User name is your User Id in Connect AI, and the Password is the PAT obtained in the prerequisites.
11
When the Connect AI data is finished importing, a SQL Query Builder dialog appears.
12
Select the tables and columns to insert into your SQL query and click Execute.
13
A Specify Import Order dialog appears, where you can customize how and into which table you want to import the Connect AI data into FileMaker Pro.
14
Click Import to import the data into the target FileMaker Pro file.
15
You can now work with the data in FileMaker Pro.