Clarizen Connector

Clarizen Connector

Connecting to Clarizen

Set up your Clarizen connector using your normal Clarizen username and password.
You'll be able to select which environment you want to connect to if you have access to multiple Clarizen sites.


Origin Queries

Origin queries use standard query (SQL) syntax. However, Clarizen's API does not allow you to do a Select *, you must specify which fields are needed.
You can use the Query Builder to see a list of tables and fields.

Data Formating

Many of the Clarizen fields will have formatting around the field values. For example, a lookup/dropdown field will look like { "id": "/Phase/Analysis" } where Phase is the name of the list and Analysis is the field value. A currency field value will look like { "currency": "USD", "value": 30800.0 }

Formatted Origin Data

When you reading data from Clarizen, you will need remove the unnecessary text via scripting.

Here's an example extracting the value from a lookup/dropdown type field:
  1. object ScriptedField()
    {
        string value = Starfish.OriginData["PROJECTTYPE"].ToString();
        value = value.Replace("\"","").Replace(System.Environment.NewLine,"").Replace("{  id: /ProjectType/","").Replace("}","").Replace("/","").Replace("-","");
        return value;
    }
Here's an example extracting the value from a currency field:
  1. object ScriptedField()
    {
        string value = Starfish.OriginData["C_PROFESSIONALSERVICESTOTAL"].ToString();
        value = value.Replace("\"","").Replace(System.Environment.NewLine,"").Replace("{  currency: USD,  value: ","").Replace("}","");
        return value;
    }

Formatted Destination Data

Lookup/Dropdown

You do not need to include the full formatting when writing to a lookup/dropdown field in Clarizen, just the table name and value. For example, you might provide a resulting value that looks like this: /AccountStatus/Customer where AccountStatus is the table name and Customer is the value. Make sure the value is an available option on that list/table.

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