Tableau Connector for Freshdesk

Build 23.0.8770

Configuring a Connection

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

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 Freshdesk 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 Freshdesk 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 Freshdesk

Freshdesk makes use of basic authentication. To connect to data, set the following connection properties:

  • Domain: Set this to the domain associated with your Freshdesk account. For example, in your URL, https://{domainValue}.freshdesk.com, thus the connection string should be:

    Domain=domainValue

  • APIKey: Set this to the API key associated with your Freshdesk account. To retrieve your API key, log in to your support Portal. Click the profile picture in the upper-right corner and select the profile settings page. The API key is available below the change password section to the right.

Next Step

See Using the Connector to create data visualizations.

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Build 23.0.8770