Replicate DocuSign Data from PowerShell

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DocuSign ODBC Driver

The DocuSign ODBC Driver is a powerful tool that allows you to connect with live DocuSign, directly from any applications that support ODBC connectivity.

Access DocuSign like you would a database - access Accounts, Envelopes, Folders, etc. through a standard ODBC Driver interface.



Write a quick PowerShell script to query DocuSign data. Use connectivity to the live data to replicate DocuSign data to SQL Server.



The CData ODBC Driver for DocuSign enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real DocuSign data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating DocuSign data to other databases. This article shows how to replicate DocuSign data to SQL Server in 5 lines of code.

You can also write PowerShell code to download DocuSign data. See the examples below.

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

Connect to DocuSign

The code below shows how to use the DSN to initialize the connection to DocuSign data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData DocuSign Source x64"

Back Up DocuSign Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Documents $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve DocuSign data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to DocuSign through the .NET Framework Provider for ODBC:

Retrieve DocuSign Data

$sql="SELECT DocumentId, DocumentName from Documents" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }