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Connect to DocuSign Data in CloverDX (formerly CloverETL)

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

The CData JDBC Driver for DocuSign enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with DocuSign as sources. In this article, you will use the JDBC Driver for DocuSign to set up a simple transfer into a flat file. The CData JDBC Driver for DocuSign enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with DocuSign as sources. 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 CloverDX 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.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the DocuSign JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.docusign.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333; InitiateOAuth=GETANDREFRESH

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 DocumentId, DocumentName FROM Documents WHERE DocumentName = 'TPSReport'

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.