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Downloading Clarizen data via REST API

Hi there,

I want to download Clarizen data for internal reporting (no updates/deletes). I went through documentation  https://success.clarizen.com/entries/57664667-Clarizen-REST-API, but I'm still uncertain what's the best way to download the data systematically.  I'm interested in timesheets and projects details, specifically. Do you have any examples / best practices? Anyone else trying to do this?

Thanks!

Will Cheung Answered

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Will, 

This can be done using the Excel Add-In. It seems you are trying to do the same thing via the API, is that correct? All the mentioned functions are available through the Add-In.

Boris Krutiy 0 votes
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Thanks Boris.  Just wanted to explore other options.  We haven't tried the Excel plugin yet.

Do you know if there's else trying to extract data into their data warehouse?

Will Cheung 0 votes
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Will, 

I have not personally seen this but will ask our Success team to find out if we have any customers that are doing this.

Boris Krutiy 0 votes
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Hi Will. Let me add some information:

  1. Clarizen is planning to release a new version with new reporting and dashboards capabilities, soon. Contact your Customer Success Manager for more details. You may find the new release useful.
  2. We do have customers extracting data to their data warehouse. I don't know if it is possible to share their code. Please take it with your Customer Success Manager. Clarizen also offers professional services. 

Technically, I can suggest some general best practices for this:

  1. For regularly extracting information to a DW, use the Clarizen API.
  2. Do track information delta, rather than retrieving all information each time. It's much better for performance, resources consumption and stability. Track the last retrieval time and use a condition on LastUpdatedBySystemOn field to filter only new/updated entities. The API also has an option to retrieve deleted items.
  3. Use the Paging object correctly. Setup a maximum page size (1,000) and track the HasMore property of the result to check if you need more pages of the same query. 
  4. Make sure you login with a Super User, so all information is available. Verify you are getting all Timesheet information for all relevant users, as permission limitations apply especially for Timesheet when using the API.
  5. If you need assistance, don't hesitate to post on this forum. 

Hope this helps,

Ophir

Ophir Kenig 0 votes
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