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

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 Mailchimp 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 Mailchimp 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 Mailchimp

Mailchimp supports the following authentication methods:

• APIKey
• OAuth

API Key

The easiest way to connect to Mailchimp is to use the API Key. The APIKey grants full access to your Mailchimp account. To obtain the APIKey:

1. Log into Mailchimp.
2. Navigate to Account > Extras > API Keys.
3. Note the value of the API Key.

Once you have the value of the API Key:

1. Set APIKey to the value of the API Key.
2. Set AuthScheme to APIKey.

OAuth

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

• InitiateOAuth = GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId = the client Id assigned when you registered your application.
• OAuthClientSecret = the client secret that was assigned when you registered your application.
• CallbackURL = the redirect URI that was defined when you registered your application.

When you connect, the connector opens Mailchimp's OAuth endpoint in your default browser. Log in and grant permissions to the application.

After you grant permissions to the application, the connector then completes the OAuth process:

1. The connector obtains an access token from Mailchimp and uses it to request data.
2. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the connector refreshes the access token automatically.

Next Step

See Using the Connector to create data visualizations.