Configuring a Connection
After Installing the Connector you can connect and create a Data Source for data in ShipStation.
Setting Up a Data Source
Complete the following steps to connect to the data:
- Under Connect | To a Server, click More....
- Select the data source called ShipStation by CData.
- Enter the information required for the connection.
- Click Sign In.
- 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 ShipStation 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.
Use the BASIC Authentication standard to connect to ShipStation.
Connecting to ShipStation
- Login to your ShipStation account: ShipStation Login.
- Click on the settings icon in the upper right corner. A column menu will show up on the left.
- Click Account -> API Settings.
- On the API Settings page, note the API Key and API Secret.
Authenticating to ShipStation
- APIKey: Set this to the API key from the API settings page.
- APISecret: Set this to the Secret key from the API settings page.
Next Step
See Using the Connector to create data visualizations.