Connect to Talkdesk Data in RazorSQL

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Talkdesk from wizards and query Talkdesk data from the GUI in the RazorSQL database management tool.

The CData JDBC Driver for Talkdesk enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Talkdesk using wizards in RazorSQL.

Create a JDBC Data Source for Talkdesk Data

  1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
  2. In the Connection Wizard that appears, set the following properties:
    • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
    • Driver Class: Set the driver class to cdata.jdbc.talkdesk.TalkdeskDriver.
    • Username: Enter the username. (This property can also be set in the JDBC URL.)
    • Password: Enter the password. (This property can also be set in the JDBC URL.)
    • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:talkdesk: and is followed by a semicolon-separated list of connection properties.

      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.

      Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

      A typical JDBC URL is the following:

      jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
The JDBC data source, defined by the JAR path, driver class, and JDBC URL. Connection properties are defined in the JDBC URL. (QuickBooks is shown.)

Query Talkdesk Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.

The resuls of a query in RazorSQL. (QuickBooks is shown.)

Ready to get started?

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

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