How to integrate Metabase with Salesloft 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 Salesloft data. This article describes how to connect to Salesloft and build a simple visualization using Salesloft data.

CData Connect provides a pure cloud-to-cloud interface for Salesloft, allowing you to easily integrate with live Salesloft 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 Salesloft, leveraging server-side processing to quickly return Salesloft data.

Configure Salesloft Connectivity for Metabase

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

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

2. Select "Salesloft" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesloft. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesloft 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.

With the connection configured and a PAT generated, you are ready to connect to Salesloft 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
2. Configure the connection to Connect AI and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Salesloft (Connect AI)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. SalesLoft1)
   • Username: A Connect AI username (e.g. [email protected])
   • Password: The PAT previously created
   • Click to Use a secure connection (SSL)
   

Execute Salesloft Data with Metabase

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

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

   SELECT Id, Name FROM Accounts WHERE Country = 'Canada'

   
3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

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