After Installing the Connector you can connect and create a Data Source for data in Twilio.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Twilio by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Twilio folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Twilio

You can authenticate to Twilio using either an Auth Token or an API key.

Auth Token

You can authenticate to Twilio using an Auth Token and an Account SID.

Open the Twilio Console Dashboard, navigate to the Account Info section, and set these connection properties:

• AccountSID: the value of the Account SID field.
• AuthToken: the value of the Auth Token field. Click Show to unhide it.

API Key

To authenticate to Twilio using an API key:

1. Open the Twilio Console Dashboard and click Account Info > API Keys > Go to API Keys. The API keys & tokens page opens.
2. Click Create API key. The Create new API key menu opens.
   • Set Friendly name to a name you want to use to refer to the token.
   • Set Region to the region in which you want the API key to apply.
   • Set Key type to your desired key type. The options include:
     • Standard - Grants access to all Twilio API features except for managing API Keys, Account Configuration, and Subaccounts.
     • Main - Grants access to the same features as the Standard key type, with the added ability to manage API Keys, Account Configuration, and Subaccounts.
     • Restricted - Allows granular access to a subset of the Twilio API features that the standard APIKey grants. If you select this option, you must manually specify the permissions that the token grants.
3. Click Create. This opens the Copy secret key page.
4. Note the values of the SID and Secret fields. The latter is only shown once, so make sure you copy it before leaving this page.
5. Set the following connection properties:
   • AuthScheme: APIKey
   • AccountSID: the value of the Account SID field in the Account Info section of the Twilio Console Dashboard.
   • APIKeySID: the SID of the API key you generated earlier, which you noted in step 4.
   • APIKeySecret: the API key secret of the API key you generated earlier, which you noted in step 4.

Next Step

See Using the Connector to create data visualizations.