Replicate Multiple DocuSign Accounts

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CData Sync



Replicate multiple DocuSign accounts to one or many databases.

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple DocuSign connections. In this article we show how to use the web app to replicate multiple DocuSign accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate DocuSign data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
  3. Enter the necessary connection properties. To replicate DocuSign to a SQLite database, enter a file path in the Data Source box.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure DocuSign Connections

You can configure connections to DocuSign from the Connections tab. To add a connection to one of your DocuSign accounts, navigate to the Connections tab. For each DocuSign account you wish to replicate, do the following:

  1. Click Add Connection.
  2. Select a source (DocuSign).
  3. Configure the connection properties.

    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 Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Queries for Each DocuSign Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the DocuSign API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of DocuSign data:

REPLICATE Documents;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple DocuSign accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement:

    REPLICATE PROD_Documents SELECT * FROM Documents;
  • Alternatively, use a different schema:

    REPLICATE PROD.Documents SELECT * FROM Documents;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different DocuSign accounts.