Connect to Talkdesk Data in DBArtisan

The CData ODBC 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 an data source for Talkdesk in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Talkdesk Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then 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 ODBC.
3. Enter a name for the data source and select the DSN.
4. 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.