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

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 SurveyMonkey 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 SurveyMonkey 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 SurveyMonkey

SurveyMonkey provides two ways to connect to survey data:

• To use Basic authentication register a private application and obtain the personal access token.
• To connect with OAuth, either use the embedded OAuth credentials that come with SurveyMonkey, or create a custom OAuth application. For further information, see OAuth Authentication, below.

Authenticating to SurveyMonkey

Basic Authentication

Using basic authentication requires you to register a private application and obtain the personal access token.

After obtaining the personal access token, set these properties:

• AuthScheme = AccessToken
• AccessToken = enter the AccessToken generated in your application settings.

OAuth Authentication

SurveyMonkey provides embedded OAuth credentials that simplify connection from a Desktop application . To connect from a Web application, you must create a custom OAuth application, as described in Creating a Custom OAuth Application.

To connect via OAuth from all authentication flows, you must set AuthScheme to OAuth. (This is true regardless of whether you use the embedded OAuth credentials or create a custom OAuth application to connect.)

The following subsections describe how to authenticate to SurveyMonkey from the available OAuth flows. For information about how to create a custom OAuth application, and why you might want to create one even for auth flows that already have embedded OAuth credentials, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in SurveyMonkey, see Connection.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the SurveyMonkey console. For further information, see Creating a Custom OAuth Application.

Before you connect, set these properties:

• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• Custom OAuth applications only:
  • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
  • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
  • CallbackURL: The redirect URI defined when you registered your custom OAuth application.

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

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

1. Obtains an access token from SurveyMonkey and uses it to request data.
2. Saves the OAuth values 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.