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Connect to Tableau CRM Analytics Data in RunMyProcess through Connect Cloud



Use CData Connect Cloud to create on OData API for Tableau CRM Analytics Data and connect to Tableau CRM Analytics data in Akorbi Digital RunMyProcess.

Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect Cloud creates a live connection to Tableau CRM Analytics and can be used to generate an OData API (natively supported in RunMyProcess) for Tableau CRM Analytics. By pairing RunMyProcess with CData Connect Cloud, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect Cloud from RunMyProcess as you would any other REST service and get instant, live access to your Tableau CRM Analytics data.

In this article, we walk through connecting to Tableau CRM Analytics from CData Connect Cloud and accessing Tableau CRM Analytics data through an OData feed in RunMyProcess.

Connect to Tableau CRM Analytics from RunMyProcess

To work with live Tableau CRM Analytics data in RunMyProcess, we need to connect to Tableau CRM Analytics from Connect Cloud, provide user access to the connection, and create OData endpoints for the Tableau CRM Analytics data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Tableau CRM Analytics through Connect Cloud.

  1. Navigate to the Users page and click Invite Users
  2. Enter the new user's email address and click Send to invite the user
  3. You can review and edit users from the Users page

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.

Connect to Tableau CRM Analytics from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

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

    Tableau CRM Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

    See the Getting Started section of the Help documentation for an authentication guide.

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

Add Tableau CRM Analytics OData Endpoints in Connect Cloud

After connecting to Tableau CRM Analytics, create OData Endpoints for the desired table(s).

  1. Navigate to the OData page and click Add to create new OData endpoints
  2. Select the Tableau CRM Analytics connection (e.g. TableauCRM1) and click Next
  3. Select the table(s) you wish to work with and click Confirm

Sample URLs for OData Feeds

Once you have configured a connection to Tableau CRM Analytics, created a user, and created OData endpoints in Connect Cloud, you can access OData feeds for Tableau CRM Analytics data. Below, you will see the URLs to access tables and the list of tables. For information on accessing the tables, you can navigate to the OData page for Connect Cloud. For the URLs, you will need the URL of Connect Cloud: https://cloud.cdata.com/api/odata/service.

Table         URL
Entity (table) List https://cloud.cdata.com/api/odata/service/
Metadata https://cloud.cdata.com/api/odata/service/$metadata
Dataset_Opportunity https://cloud.cdata.com/api/odata/service/Dataset_Opportunity

As with standard OData feeds, if you wish to limit the fields returned, you can add a $select parameter to the query, along with other standard OData URL parameters, such as $filter, $orderby, $skip, and $top. See the help documentation for more information on supported OData queries.

With the connection and OData endpoints configured, you are ready to connect to Tableau CRM Analytics data from RunMyProcess.

Retrieve Tableau CRM Analytics Data from RunMyProcess DigitalSuite Studio

With the connection to Tableau CRM Analytics and OData endpoints created, we are ready to add Tableau CRM Analytics data to RunMyProcess for Retrieval.

Create a Provider

  1. Log into RunMyProcess and open DigitalSuite Studio.
  2. Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
  3. Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm.
  4. In the provider settings page, configure the following properties.
    • URL: Set the OData endpoint in the Connect Cloud OData page: https://cloud.cdata.com/api/odata/service.
    • Authentication Schema: Select Login/Password.
    • Login: Specify a CData Connect Cloud username (e.g. [email protected]).
    • Password: Specify the PAT of the Connect Cloud user.
  5. Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
  6. Click Save to save the properties.

Retrieve Tableau CRM Analytics Data by Creating a Connector

  1. In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
  2. In the following page, set Connector URL to the OData endpoint configured in Connect Cloud (e.g. https://cloud.cdata.com/api/odata/service)
  3. Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.

More Information & Free Trial

Now, you have created a provider and connector to retrieve Tableau CRM Analytics data. For more information on creating OData feeds from Tableau CRM Analytics (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Tableau CRM Analytics data in RunMyProcess.