Manage Talkdesk Data in DBArtisan as a JDBC Source

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use wizards in DBArtisan to create a JDBC data source for Talkdesk.

The CData JDBC Driver for Talkdesk seamlessly integrates Talkdesk data into database management tools like DBArtisan by enabling you to access Talkdesk data as a database. This article shows how to create a JDBC source for Talkdesk in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Talkdesk Data into DBArtisan Projects

Follow the steps below to register Talkdesk data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory. The JDBC driver definition in the Register Datasource wizard. (Salesforce is shown.)
  5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

    Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

    Set the following connection properties:

    • AccountName: The name of your Talkdesk account.
    • Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
    • OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
    • OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

    Creating a Custom OAuth Application

    1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
    2. Click Create OAuth Client and give the client a descriptive name.
    3. Set Grant Type to Client Credentials.
    4. Click Add scopes and select the scopes for the data you want to access.
    5. Click Create and copy the Client Id and Client Secret.

    When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Talkdesk JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    
    java -jar cdata.jdbc.talkdesk.jar
    

    Fill in the connection properties and copy the connection string to the clipboard.

    Required JDBC connection properties in the Register Datasource wizard. (Salesforce is shown.)

    Below is a typical connection string:

    jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
  6. Finish the wizard to connect to Talkdesk data. Talkdesk entities are displayed in the Datasource Explorer.

You can now work with Talkdesk data as you work with any other database. See the driver help documentation for more information on the queries supported by the Talkdesk API.

The results of a query. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Talkdesk Driver to get started:

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