Version 24.2.9064

• Add the DocuSign Connector
• Authenticate to DocuSign
  • OAuth
  • OAuth JWT
• Complete Your Connection
• More Information

You can use the DocuSign connector from the CData Sync application to capture data from DocuSign and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the DocuSign Connector

To enable Sync to use data from DocuSign, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the DocuSign row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the DocuSign connector. For more information about installing new connectors, see Connections.

Authenticate to DocuSign

After you add the connector, you need to set the required properties.

On the New Connection page, enter the connection name of your choice.

CData Sync supports authenticating to DocuSign in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• OAuth (default)
• OAuthJWT

OAuth

To connect with OAuth custom credentials, specify the following properties:

• Auth Scheme – Select OAuth.

• OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

OAuth JWT

To connect with a DocuSign account, set the following properties:

• OAuth JWT Cert – Enter your Java web tokens (JWT) certificate store.

• OAuth JWT Cert Type – Enter the type of key store that contains your JWT Certificate. The default type is PEMKEY_BLOB.

• OAuth JWT Issuer – Enter the issuer of your Java web token. Typically, the issuer is either the client Id or the email address of the OAuth application.

• OAuth JWT Cert Subject – Enter the subject of your OAuth JWT certificate.

• OAuth JWT Cert Password (optional) – Enter the password for your OAuth JWT certificate.

• OAuth JWT Subject (optional) – Enter the user subject for which the application is requesting delegated access.

Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

2. If you authenticate with OAuth, click Connect to DocuSign to connect to your DocuSign account.

3. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and DocuSign, see DocuSign Connector for CData Sync.