Integrate with live SurveyMonkey Data in Jitterbit



Use CData Connect Cloud to connect to and integrate live SurveyMonkey 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 Cloud, Jitterbit gets access to live SurveyMonkey data. This article demonstrates how to connect to SurveyMonkey using Connect Cloud and integrate with live SurveyMonkey data in Jitterbit.

CData Connect Cloud provides a pure OData interface for SurveyMonkey, allowing you to query data from SurveyMonkey 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 SurveyMonkey, leveraging server-side processing to return the requested SurveyMonkey data quickly.

Configure SurveyMonkey Connectivity for Jitterbit

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

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

    SurveyMonkey uses the OAuth 2 authentication standard. See the Getting Started section in the help documentation for a guide.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add SurveyMonkey 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.

Configure SurveyMonkey Endpoints for Jitterbit

After connecting to SurveyMonkey, create a workspace and virtual dataset for your desired table(s).

  1. Navigate to the Virtual Datasets 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 SurveyMonkey connection (e.g. SurveyMonkey1) 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}

Connect to SurveyMonkey from Jitterbit using Connect Cloud

To establish a connection from Jitterbit to CData Connect Cloud 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 Connections 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 Cloud username. This is displayed in the top-right corner of the CData Connect Cloud 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 SurveyMonkey data in Jitterbit.

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