Load Talkdesk Data to a Database Using Embulk

Embulk is an open source bulk data loader. When paired with the CData JDBC Driver for Talkdesk, Embulk easily loads data from Talkdesk to any supported destination. In this article, we explain how to use the CData JDBC Driver for Talkdesk in Embulk to load Talkdesk data to a MySQL dtabase.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Talkdesk data. When you issue complex SQL queries to Talkdesk, the driver pushes supported SQL operations, like filters and aggregations, directly to Talkdesk and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Configure a JDBC Connection to Talkdesk Data

Before creating a bulk load job in Embulk, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Talkdesk\lib).

Embulk supports JDBC connectivity, so you can easily connect to Talkdesk and execute SQL queries. Before creating a bulk load job, create a JDBC URL for authenticating with Talkdesk.

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.

Below is a typical JDBC connection string for Talkdesk:

jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;

Load Talkdesk Data in Embulk

After installing the CData JDBC Driver and creating a JDBC connection string, install the required Embulk plugins.

Install Embulk Input & Output Plugins

1. Install the JDBC Input Plugin in Embulk.
   https://github.com/embulk/embulk-input-jdbc/tree/master/embulk-input-jdbc

embulk gem install embulk-input-jdbc

2. In this article, we use MySQL as the destination database. You can also choose SQL Server, PostgreSQL, or Google BigQuery as the destination using the output Plugins.
   https://github.com/embulk/embulk-output-jdbc/tree/master/embulk-output-mysql

   
   embulk gem install embulk-output-mysql
   

With the input and output plugins installed, we are ready to load Talkdesk data into MySQL using Embulk.

Create a Job to Load Talkdesk Data

Start by creating a config file in Embulk, using a name like talkdesk-mysql.yml.

1. For the input plugin options, use the CData JDBC Driver for Talkdesk, including the path to the driver JAR file, the driver class (e.g. cdata.jdbc.talkdesk.TalkdeskDriver), and the JDBC URL from above
2. For the output plugin options, use the values and credentials for the MySQL database

Sample Config File (talkdesk-mysql.yml)

in:
	type: jdbc
	driver_path: C:\Program Files\CData\CData JDBC Driver for Talkdesk 20xx\lib\cdata.jdbc.talkdesk.jar
	driver_class: cdata.jdbc.talkdesk.TalkdeskDriver
	url: jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
	table: "Users"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "Users"
	mode: insert

After creating the file, run the Embulk job.

embulk run talkdesk-mysql.yml

After running the the Embulk job, find the Salesforce data in the MySQL table.

Load Filtered Talkdesk Data

In addition to loading data directly from a table, you can use a custom SQL query to have more granular control of the data loaded. You can also perform increment loads by setting a last updated column in a SQL WHERE clause in the query field.

in:
	type: jdbc
	driver_path: C:\Program Files\CData\CData JDBC Driver for Talkdesk 20xx\lib\cdata.jdbc.talkdesk.jar
	driver_class: cdata.jdbc.talkdesk.TalkdeskDriver
	url: jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
	query: "SELECT Id, Name FROM Users WHERE [RecordId] = 1"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "Users"
	mode: insert

More Information & Free Trial

By using CData JDBC Driver for Talkdesk as a connector, Embulk can integrate Talkdesk data into your data load jobs. And with drivers for more than 200+ other enterprise sources, you can integrate any enterprise SaaS, big data, or NoSQL source as well. Download a 30-day free trial and get started today.