Build PayPal-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your PayPal data directly from your datapine visualizations and dashboards. This article describes connecting to PayPal in CData Connect Cloud and building a simple PayPal-connected visualization in datapine.

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

Configure PayPal Connectivity for datapine

Connectivity to PayPal from datapine is made possible through CData Connect Cloud. To work with PayPal data from datapine, we start by creating and configuring a PayPal connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "PayPal" from the Add Connection panel
3. Enter the necessary authentication properties to connect to PayPal.

   The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

   • The REST API uses the OAuth standard. To authenticate to the REST API, you will need to set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
   • The Classic API requires Signature API credentials. To authenticate to the Classic API, you will need to obtain an API username, password, and signature.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

   To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

   For testing purposes you can set UseSandbox to true and use sandbox credentials.

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

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your 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.

Connecting to PayPal from datapine

Once you configure your connection to PayPal in Connect Cloud, you are ready to connect to PayPal from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. PayPal1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize PayPal Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your PayPal data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to PayPal from datapine, you are now able to visualize and analyze real-time PayPal data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!