Integrate with live Email Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Email data. This article demonstrates how to connect to Email using Connect AI and integrate with live Email data in Jitterbit.

CData Connect AI provides a pure OData interface for Email, allowing you to query data from Email without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Email, leveraging server-side processing to return the requested Email data quickly.

Configure Email Connectivity for Jitterbit

To work with Email data from Jitterbit, we need to connect to Email from Connect AI, provide user access to the connection, and create a Workspace for the Email data.

Connect to Email from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Email" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Email.

   The User and Password properties, under the Authentication section, must be set to valid credentials. The Server must be specified to retrieve emails and the SMTPServer must be specified to send emails.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Email Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Email Endpoints for Jitterbit

After connecting to Email, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Email connection (e.g. Email1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Email data from Jitterbit.

Connect to Email from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it.
3. click Sources and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.

6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project.
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint.
9. Select a table and configure the query.

You can now transform and integrate live Email data in Jitterbit.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect AI today!