CData Drivers & Connectors Now Support Veeva Vault CRM

CData Software specializes in data connectivity and integration solutions, offering a range of products that enable seamless access to data across various platforms, databases, applications, and systems. As a Veeva Product Partner, CData provides Veeva customers with data connectivity solutions that enhance their ability to access, integrate, and manage data from Veeva applications.

In the latest version of CData Drivers & Connectors for Veeva Vault, we include support for the Vault CRM, the next-generation CRM for life sciences built on the Veeva Vault Platform.

What is Vault CRM?

Veeva Vault CRM Suite is the industry’s first customer engagement solution to unify sales, marketing, medical, and service with a single customer database. Designed for today’s complex therapies, Vault CRM Suite sets the foundation for personalized HCP journeys, streamlined operations, and better patient outcomes.

CData provides Vault CRM connectivity from BI, ETL, AI/ML, and custom applications

CData Drivers for Vault CRM support seamless integration with Vault CRM from business intelligence (BI) and data integration tools, artificial intelligence (AI) platforms, as well as custom applications used by Veeva users. Popular use cases include analyzing Vault CRM data in Tableau and Microsoft Power BI or integrating Vault CRM data with other systems using tools like Informatica.

To access Vault CRM data, you must use Veeva Vault API version 24.2 or later. The recent update of CData Drivers & Connectors support Veeva Vault API v24.2 and beyond, which enables CData users to access Vault CRM data just like they did for the Vault Platform.

Key features of CData Drivers for Veeva

• Supports Vault CRM and earlier Veeva Vault instances.
• Dynamic schema detection to retrieve views from all objects and documents in the Veeva Vault Platform.
• Supports various authentication schemes: Basic, AzureAD, AzureAD, OpenID, and Okta.
• Standard SQL to access Veeva Vault REST API and Vault Query Language (VQL).
• Perform document operations, such as creating new documents or downloading files using SQL stored procedures.
• Support for various technologies and applications: JDBC, ODBC, ADO.NET, Python, Power BI, Tableau, Excel, Google Spreadsheets, SSIS.

Popular use cases

• Connect to Vault CRM data from BI tools: Power BI, Tableau, Looker Studio, SSAS, MicroStrategy, etc.
• Use data integration tools to connect Vault CRM data with other data applications: Informatica Power Center, Talend, SSIS, and MuleSoft.
• Integrate Vault CRM data with any data warehouse or database for reporting, analytics, and artificial intelligence/machine learning (AI/ML) use cases: Google BigQuery, Snowflake, Amazon Redshift, Azure SQL Server.

How to use CData Drivers & Connectors for Vault CRM

To use CData Drivers & Connectors for Vault CRM, you need to install the
software and configure the connection. Then, you can work with your Veeva Vault
CRM data just like you would a database..

1. Install the CData driver or connector

First, download the appropriate CData driver or connector for Veeva and install it on your machine.

2. Configure your connection to Vault CRM

Within your application, you'll set connection properties to connect with Vault
CRM. This connection may come in the form of a connection string or configured
within a connection wizard. For specific details, refer to the help
documentation for the specific driver or connector.

1. Set the URL property to your Vault CRM URL
2. Set the User Property to your Vault CRM username
3. Set the Password property to your Vault CRM password

3. Query Vault CRM data using standard SQL

After connecting to Vault CRM, all the objects and documents in Vault CRM are
shown as views, just like a relational database.

You can query Vault CRM with standard SQL queries like:

SELECT * From Accounts

Access to Vault CRM from anywhere

We have thoroughly tested accessing Vault CRM data from over 200 tools using CData Drivers. Please visit the Veeva Integration Guides and Tutorials page for detailed instructions on connecting to Vault CRM from your preferred tool, application, or platform. Download a free trial and get started today.