Create Apps from DocuSign Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for DocuSign and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for DocuSign. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your DocuSign data.

In this article, we walk through two connections:

1. Connecting to DocuSign in Connect Server
2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to DocuSign

To connect to DocuSign data from Qlik Sense Cloud, you need to configure DocuSign access from your Connect Server instance. This means creating a user, connecting to DocuSign, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to DocuSign from Qlik Sense Cloud.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to DocuSign from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "DocuSign" from Available Data Sources
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 Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add DocuSign OData Endpoints in Connect Server

After connecting to DocuSign, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the DocuSign database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from DocuSign Data

With the connection to DocuSign and OData endpoints created, we are ready to add DocuSign data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
   • URL: Set this to the API endpoint for your DocuSign table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/DocuSign_Documents?@CSV)
   • Authentication Schema: Set this to "Basic"
   • User Name: Set this to the user name you configured above
   • Password: Set this to the Authtoken for the above user
6. Click "Create" to query Connect Server for the DocuSign data
7. Check "CSV has header" and under "Tables," select "CSV_source"
8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your DocuSign data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live DocuSign data. For more information on creating OData feeds from DocuSign (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live DocuSign data in Qlik Sense Cloud.