How to integrate Metabase with ActiveCampaign Data



Use CData Connect Cloud to connect to live ActiveCampaign data and create an interactive dashboard in Metabase from ActiveCampaign data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live ActiveCampaign data. This article describes how to connect to ActiveCampaign and build a simple visualization using ActiveCampaign data.

CData Connect provides a pure cloud-to-cloud interface for ActiveCampaign, allowing you to easily integrate with live ActiveCampaign data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to ActiveCampaign, leveraging server-side processing to quickly return ActiveCampaign data.

Configure ActiveCampaign Connectivity for Metabase

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

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

    ActiveCampaign supports authenticating with the API Key. To connect to ActiveCampaign, set the following:

    • URL: This can be found in your account on the My Settings page under the Developer tab. For example: https://{yourAccountName}.api-us1.com
    • APIKey: This can be found in your account on the Settings page under the Developer tab. Each user in your ActiveCampaign account has their own unique API key.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add ActiveCampaign 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.

With the connection configured, you are ready to connect to ActiveCampaign data from Metabase.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to Connect Cloud and click "Save"
    • Database type: Select "SQL Server"
    • Name: Name the connection (e.g. "ActiveCampaign (Connect Cloud)")
    • Host: tds.cdata.com
    • Port: 14333
    • Database name: The name of the connection you just created (e.g. ActiveCampaign1)
    • Username: A Connect Cloud username (e.g. [email protected])
    • Password: The PAT for the above Connect Cloud user
    • Click to Use a secure connection (SSL)

Execute ActiveCampaign Data with Metabase

Once you configure the connection to Connect Cloud, you can query ActiveCampaign and build visualizations.

  1. Use the "Write SQL" tool to retrieve the ActiveCampaign data
  2. Write a SQL query based on the ActiveCampaign connection in CData Connect Cloud, e.g.

    SELECT LastName, Email FROM Contacts WHERE LastName = 'Smith'
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from ActiveCampaign data in Metabase. You can continue to work with live ActiveCampaign data in Metabase just like you would any SQL Server database. For more information on creating a live connection to ActiveCampaign (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live ActiveCampaign data in Metabase today.

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