Windows DSN Configuration
Using the Microsoft ODBC Data Source Administrator
You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.
Complete the following steps to edit the DSN configuration:
- Select Start > Search, and enter ODBC Data Sources in the Search box.
- Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
- Click the System DSN tab.
- Select the system data source and click Configure.
- Edit the information on the Connection tab and click OK.
Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.
Connecting to PipeDrive
There are several authentication methods available for connecting to Pipedrive: Basic and OAuth.
Basic
Begin by obtaining an API token:- Click on the the account name (on the top right) on PipeDrive.
- Click on Company Settings, Then Click on Personal Preferences -> API -> Generate Token.
- Note the API token.
- Note the CompanyDomain ,which is visible in the PipeDrive HomePage URL.
Set the following to authenticate to Pipedrive
- APIToken: Set to the noted API token.
- CompanyDomain: Set to the noted company domain from the developer sandbox URL.
- AuthScheme: Set to 'Basic'.
OAuth
If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See Using OAuth Authentication for an authentication guide.