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Tableau CRM Analytics

Version 24.2.9064

Tableau CRM Analytics

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

Establish a Connection

To allow Sync to use data from Tableau CRM Analytics, you first must establish a connection to Tableau CRM Analytics. Follow these steps to connect Tableau CRM Analytics to your Sync account:

  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 Tableau CRM Analytics row.

  4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

  5. Enter connection settings on the Settings tab:

    • Connection Name - Enter a connection name of your choice.

    • Auth Scheme - Select the authentication scheme. The default setting is OAuth.

    • Use Sandbox - Specify whether you want to connect to a sandbox account. The default value is False.

  6. Click Connect to Tableau CRM Analytics to connect to your Tableau CRM Analytics account.

  7. Click Create & Test to create the connection.

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

More Information

For more information about interactions between CData Sync and Tableau CRM Analytics, see Tableau CRM Analytics Connector for CData Sync.