Build DocuSign-Connected Visualizations in datapine



Use CData Connect Cloud and datapine to build visualizations and dashboards with access to live DocuSign data.

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your DocuSign data directly from your datapine visualizations and dashboards. This article describes connecting to DocuSign in CData Connect Cloud and building a simple DocuSign-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for DocuSign, allowing you to query data from DocuSign without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to DocuSign, leveraging server-side processing to return the requested DocuSign data quickly.

Configure DocuSign Connectivity for datapine

Connectivity to DocuSign from datapine is made possible through CData Connect Cloud. To work with DocuSign data from datapine, we start by creating and configuring a DocuSign connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "DocuSign" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to DocuSign.

    To connect to DocuSign, set the following connection properties:

    • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
    • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

    Authenticating to DocuSign

    DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add DocuSign Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connecting to DocuSign from datapine

Once you configure your connection to DocuSign in Connect Cloud, you are ready to connect to DocuSign from datapine.

  1. Log into datapine
  2. Click Connect to navigate to the "Connect" page
  3. Select MS SQL Server as the data source
  4. In the Integration step, fill in the connection properties and click "Save and Proceed"
    • Set the Internal Name
    • Set Database Name to the name of the connection we just configured (e.g. DocuSign1)
    • Set Host / IP to "tds.cdata.com"
    • Set Username to your Connect Cloud username (e.g. [email protected])
    • Set Password to the corresponding PAT
    • Set Database Port to "14333"
  5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
  6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
  7. In the Data Transfer step, click "Go to Analyzer"

Visualize DocuSign Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your DocuSign data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to DocuSign from datapine, you are now able to visualize and analyze real-time DocuSign data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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