How to integrate Metabase with Notion Data

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live Notion data and create an interactive dashboard in Metabase from Notion data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect AI, users can easily create visualizations and dashboards linked to live Notion data. This article describes how to connect to Notion and build a simple visualization using Notion data.

CData Connect provides a pure cloud-to-cloud interface for Notion, allowing you to easily integrate with live Notion data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Notion, leveraging server-side processing to quickly return Notion data.

Configure Notion Connectivity for Metabase

Connectivity to Notion from Metabase is made possible through CData Connect AI. To work with Notion data from Metabase, we start by creating and configuring a Notion connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Notion" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Notion.

    Start by setting the Profile connection property to the location of the Notion Profile on disk (e.g. C:\profiles\Notion.apip). Next, set the ProfileSettings connection property to the connection string for Notion (see below).

    Notion API Profile Settings

    Go to https://www.notion.so/my-integrations, create an internal integration, configure the name and workspace, then copy the Internal Integration Token from the Secrets section.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Notion Connection page and update the User-based permissions. Updating 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. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Notion data from Metabase.

Connect to CData Connect AI from Metabase

After creating the connection in Connect AI, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect AI.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab Adding a new database connection to Metabase.
  2. Configure the connection to Connect AI and click "Save"
    • Database type: Select "SQL Server"
    • Name: Name the connection (e.g. "Notion (Connect AI)")
    • Host: tds.cdata.com
    • Port: 14333
    • Database name: The name of the connection you just created (e.g. API1)
    • Username: A Connect AI username (e.g. [email protected])
    • Password: The PAT previously created
    • Click to Use a secure connection (SSL)
    Configuring the connection to Connect AI.

Execute Notion Data with Metabase

Once you configure the connection to Connect AI, you can query Notion and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Notion data Click the
  2. Write a SQL query based on the Notion connection in CData Connect AI, e.g.

    SELECT Id, Object FROM BlockChildren WHERE Type = 'page'
    Collected data (Salesforce is shown).
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization Collected data (Salesforce is shown).

More Information & Free Trial

At this point, you have built a simple visualization from Notion data in Metabase. You can continue to work with live Notion data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Notion (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Notion data in Metabase today.

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