Replicate Talkdesk Data from PowerShell

The CData ODBC Driver for Talkdesk enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Talkdesk data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Talkdesk data to other databases. This article shows how to replicate Talkdesk data to SQL Server in 5 lines of code.

You can also write PowerShell code to download Talkdesk data. See the examples below.

Create an ODBC Data Source for Talkdesk

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.

Connect to Talkdesk

The code below shows how to use the DSN to initialize the connection to Talkdesk data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData Talkdesk Source x64"

Back Up Talkdesk Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Users
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Talkdesk data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to Talkdesk through the .NET Framework Provider for ODBC:

Retrieve Talkdesk Data

$sql="SELECT Id, Name from Users"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
  $dt.Columns | foreach ($col in dt{
    Write-Host $1[$_]
  }
}