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Connect to DocuSign Data in CloverETL

Transfer DocuSign data using the visual workflow in the CloverETL data integration tool.

The CData JDBC Driver for DocuSign enables you to use the data transformation components in CloverETL to execute queries to DocuSign data. In this article, you will use the JDBC Driver for DocuSign to set up a simple transfer into a flat file.

Connect to DocuSign as a JDBC Data Source

  1. Create the connection to DocuSign data. In a new CloverETL graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.docusign.jar file.
  3. Enter the JDBC URL. A typical JDBC URL is below: jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333;

    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.

Query DocuSign Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the DocuSign JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT * FROM Documents

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Documents table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.
 
 
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