Connect to ServiceDesk Plus Data in Google Apps Script via Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to access ServiceDesk Plus data in Google Apps Script.

Google Apps Script empowers users to build custom functionality within their Google documents, including Google Sheets and Google Docs. Apps Script natively supports SQL Server connectivity via JDBC, providing a powerful extensibility tool for connecting Google cloud applications to external data. Paired with the SQL connectivity offered by CData Connect AI, users can easily access live ServiceDesk Plus data directly from within their Google documents.

This article shows how to connect to ServiceDesk Plus in Connect AI and provides sample scripting for processing ServiceDesk Plus data in a Google Spreadsheet.

Configure ServiceDesk Plus Connectivity for Google Apps Scripts

Connectivity to ServiceDesk Plus from Google Apps Scripts is made possible through CData Connect AI. To work with ServiceDesk Plus data from Google Apps Scripts, we start by creating and configuring a ServiceDesk Plus connection.

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. Adding a Connection
  3. Select "ServiceDesk Plus" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to ServiceDesk Plus.

    Using OAuth Authentication

    ServiceDeskPlus uses Zoho OAuth 2.0 for secure authentication. To set up OAuth access:

    1. Register your application in the Zoho Developer Console at https://api-console.zoho.com
    2. Configure your redirect URI to match your application setup
    3. Note your Client ID and Client Secret from the application settings

    After setting the following connection properties, you are ready to connect:

    • AuthScheme: Set this to OAuth.
    • OAuthClientId: Set this to your Zoho application Client ID.
    • OAuthClientSecret: Set this to your Zoho application Client Secret.
    • Scope: Set this to the required ServiceDeskPlus permissions (default includes read access to requests, problems, assets, and projects).
    • Domain: Set this to your ServiceDeskPlus domain
    • Portal: Set this to your ServiceDeskPlus portal

    Example Connection String

    Profile=C:\profiles\ServiceDeskPlus.apip;ProfileSettings="Portal=itdesk;Domain=.in;Scope=SDPOnDemand.requests.READ SDPOnDemand.problems.READ SDPOnDemand.assets.READ SDPOnDemand.projects.READ";AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
    

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add ServiceDesk Plus 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 ServiceDesk Plus data from Google Apps Script.

Connect to ServiceDesk Plus Data from Apps Script

At this point, you should have configured a connection ServiceDesk Plus in Connect AI. All that is left new is to use Google Apps Script to access Connect AI and work with your ServiceDesk Plus data in Google Sheets.

In this section, you will create a script (with a menu option to call the script) to populate a spreadsheet with ServiceDesk Plus data. We have created a sample script and explained the different parts. You can view the raw script at the and of the article.

1. Create an Empty Script

To create a script for your Google Sheet, click Tools Script editor from the Google Sheets menu:

Open script editor

2. Declare Class Variables

Create a handful of class variables to be available for any functions created in the script.

//replace the variables in this block with real values as needed
var address = 'tds.cdata.com:14333';
var user = 'CONNECT_USER'; // [email protected]
var userPwd = 'CONNECT_USER_PAT';
var db = 'API1';

var dbUrl = 'jdbc:sqlserver://' + address + ';databaseName=' + db;

3. Add a Menu Option

This function adds a menu option to your Google Sheet, allowing you to use the UI to call your function.

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write data to a sheet', functionName: 'connectToAPIData'}
  ];
  spreadsheet.addMenu('ServiceDesk Plus Data', menuItems);
} 
The newly added Menu option.

4. Write a Helper Function

This function is used to find the first empty row in a spreadsheet.

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

5. Write a Function to Write ServiceDesk Plus Data to a Spreadsheet

The function below writes the ServiceDesk Plus data, using the Google Apps Script JDBC functionality to connect to Connect AI, SELECT data, and populate a spreadsheet. When the script is run, two input boxes will appear:

The first one asks the user to input the name of a sheet to hold the data (if the spreadsheet does not exist, the function creates it).

Input box for sheet selection.

The second asks the user to input the name of a ServiceDesk Plus table to read. If an invalid table is chosen, an error message appears and the function is exited.

Input box for table selection.

Note, while the function is designed for use as a menu option, you can extend it for use as a spreadsheet formula.

/*
 * Reads data from a specified ServiceDesk Plus 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToAPIData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a ServiceDesk Plus 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var name = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd
	}	
  );

  //confirm that var table is a valid table/view
  var dbMetaData = name.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = name.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of ServiceDesk Plus data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}
  

When the function is completed, you have a spreadsheet populated with your ServiceDesk Plus data, and you can now leverage all of the calculating, graphing, and charting functionality of Google Sheets anywhere you have access to the Internet.


Complete Google Apps Script

//replace the variables in this block with real values as needed
var address = 'tds.cdata.com:14333';
var user = 'CONNECT_USER'; // [email protected]
var userPwd = 'CONNECT_USER_PAT';
var db = 'API1';

var dbUrl = 'jdbc:sqlserver://' + address + ';databaseName=' + db;

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write table data to a sheet', functionName: 'connectToAPIData'}
  ];
  spreadsheet.addMenu('ServiceDesk Plus Data', menuItems);
}

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

/*
 * Reads data from a specified 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToAPIData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a ServiceDesk Plus 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var name = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd
	}
  );

  //confirm that var table is a valid table/view
  var dbMetaData = name.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = name.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of ServiceDesk Plus data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}

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