Configure a Connection Profile

From the CData ribbon, click Get Data and select From SurveyMonkey connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SurveyMonkey Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

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 add-in opens SurveyMonkey's OAuth endpoint in your default browser. Log in and grant permissions to the application.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SurveyMonkey you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with SurveyMonkey data, such as using the available CData Excel Functions.