Connect to DocuSign Data in Claris FileMaker Pro

Claris FileMaker is a low-code database application development tool that allows users to create custom apps for managing and organizing data. It combines a powerful relational database engine with an intuitive interface, enabling both technical and non-technical users to design and deploy applications across desktop, web, and mobile platforms.

In this article, we'll explore how to use the CData ODBC Driver for DocuSign in FileMaker to connect to DocuSign data.

Create an ODBC Data Source for DocuSign

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Connect and sync DocuSign data with FileMaker using the CData ODBC Driver for DocuSign

Once you configure the CData ODBC Driver for DocuSign, you can connect to live DocuSign data in FileMaker and use it in your applications. In this section, we'll walk through the steps to connect live DocuSign data to FileMaker.

You can download and install the latest version of FileMaker Pro for your Mac/Windows/Linux systems here: https://www.claris.com/resources/downloads/.

Importing DocuSign data using FileMaker's ODBC Import Function

Follow the steps below to easily import DocuSign data using the ODBC import feature:

1. Open FileMaker Pro. Navigate to Create from the left panel and select Blank > Create.

2. Enter a desired filename and click Save.
3. In the Manage Database window, go to the Tables tab and create or rename the table where you want to display DocuSign data.

4. In the Fields tab, add the required fields to the table.

5. In the Relationships tab, define table relationships if your database has multiple tables, then click OK.
6. To reopen and modify the table structure later, go to File > Manage > Database.
7. To import DocuSign data via the CData ODBC Driver for DocuSign, navigate to File > Import Records > ODBC Data Source.

8. In the Select ODBC Data Source window, choose CData ODBC Driver for DocuSign and click Create. Enter your DocuSign username and password, then click OK.

9. In the SQL Query Builder window, select the desired table from the Tables section and choose the relevant columns from the Columns section. Click Insert into SQL Query after each selection to automatically generate a query that retrieves data from DocuSign. You can also manually edit the query using WHERE and ORDER BY clauses or use the tabs provided in the SQL Query Builder. Click Execute to run the query.

10. In the Specify Import Order window, define the import order for the target fields. Select Add between source and target to add new records to the target table from the selected fields. Click Import.

You have now successfully imported DocuSign data into FileMaker Pro using the CData ODBC Driver for DocuSign. To perform incremental updates, change the import order to "Update" or use "Replace" based on your use case.

Process DocuSign data at design time

You can sort and aggregate data, as well as calculate summary functions while browsing tables. To manipulate the view of data at design time, complete the following steps:

• Switch to Preview Mode: Click the Preview at the top to check how the DocuSign data with look before you print it.
• Switch to Table View: Click the table icon in the View As menu in the main toolbar of the application.

Aggregate and summarize

Follow the steps below to group column values and display summaries, as shown in the screenshot:

• Sort: Click the arrow in the NumberOfEmployees column header and choose Sort Ascending from the menu.
• Group: In the same menu, click Add Trailing Group by Industry to group the values and insert a summary row. Alternatively, click Add Leading Group to add a summary row at the beginning.
• Summarize: Select a summary option from the Trailing Subtotals menu for a grouped column.

Create a bar chart

Use the following steps to create a simple bar chart showing the total NumberOfEmployees for each Industry:

1. Click the arrow in the NumberOfEmployees column header and select Chart by NumberOfEmployees.
   • If you've already grouped the table by a column (e.g., Industry), you can chart NumberOfEmployees by that column.
   
2. In the Chart Setup window:
   • Click the button next to the Data box to add the x-axis column.
   • Choose the appropriate column in the dialog that appears.
   • For the y-axis, select a summary option from the Summary menu.

Get Started Today

Download a free 30-day trial of the CData ODBC Driver for DocuSign to integrate DocuSign data into Claris FileMaker and work with DocuSign data in your FileMaker applications.

Reach out to our Support Team if you have any questions.