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Connect to DocuSign Data and Transfer Data in Talend

Integrate DocuSign data with standard components and data source configuration wizards in Talend Open Studio.

This article shows how you can easily integrate the CData JDBC driver for DocuSign into your workflow in Talend. This article uses the CData JDBC Driver for DocuSign to transfer DocuSign data in a job flow in Talend.

Connect to DocuSign in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to DocuSign:

  1. Add a new database connection to DocuSign data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
  2. In the resulting wizard, enter a name for the connection.
  3. On the next page, select Generic JDBC from the DB Type menu and 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
  4. Enter the path to the cdata.jdbc.docusign.jar file, located in the lib subfolder of the installation directory.
  5. Right-click the connection and then click Retrieve Schema.
  6. Click Next with the default options to select the tables you want to import.
  7. Finish the wizard with the default options.

Output the Documents Table to a Flat File

You can follow the procedure below to transfer the Documents table to a flat file output component:

  1. In the Table Schemas node, drag the tables to the workspace.
  2. In the dialog that is displayed, select the tJDBCInput component.
  3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
  4. Right-click the Documents tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.