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

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 Pipedrive 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 Pipedrive 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 Pipedrive

Pipedrive offers two ways to connect and authenticate: Basic and OAuth.

Basic Authentication

To authenticate via Basic authentication:

1. Obtain an API Token:
   1. Open the Pipedrive portal.
   2. At the top right corner of the page, click the account name. Pipedrive displays a drop-down list.
   3. Navigate to Company Settings > Personal Preferences > API > Generate Token.
   4. Record the value of the generated API token. Also, note the CompanyDomain,which is visible in the PipeDrive HomePage URL. (This is the company's developer sandbox URL.)
2. Set these connection properties:
   • APIToken: The value for the API token you just obtained.
   • CompanyDomain: The CompanyDomain from the developer sandbox URL.
   • AuthScheme: Basic.

3. Log in with the approved user name and password.

The API Token is stored in the Pipedrive portal. To retrieve it, click the company name, then use the drop-down list to navigate to Company Settings > Personal Preferences > API.

OAuth Authentication

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. To enable this authentication from all OAuth flows, you must set AuthScheme to OAuth and create a custom OAuth application.

The following subsections describe how to authenticate to Pipedrive from three common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Pipedrive, see Connection.

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 custom OAuth application.
• OAuthClientSecret: The client secret that was assigned when you registered your custom OAuth application.
• CallbackURL: The redirect URI that was defined when you registered your custom OAuth application.

When you connect, the connector opens Pipedrive'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. The connector obtains an access token from Pipedrive 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 it automatically.

Automatic refresh of the OAuth access token:

To have the connector automatically refresh the OAuth access token:

1. Before connecting to data for the first time, set these connection parameters:
   • InitiateOAuth: REFRESH.
   • OAuthClientId: The client Id in your custom OAuth application settings.
   • OAuthClientSecret: The client secret in your custom OAuth application settings.
   • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation: The path where you want the connector to save the OAuth values, which persist across connections.
2. On subsequent data connections, set:
   • InitiateOAuth
   • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
2. Set these connection properties:
   • OAuthClientId: The Client Id in your custom OAuth application settings.
   • OAuthClientSecret: The Client Secret in your custom OAuth application settings.

3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Next Step

See Using the Connector to create data visualizations.