Power BI Connector for Cvent

Build 24.0.9029

Creating the Data Source Name

This section describes how to edit the DSN configuration and then authenticate and connect to Cvent APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

Complete the following steps to edit the DSN configuration:

  1. Select Start > Search, and enter ODBC Data Sources in the Search box.
  2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
  3. Select the system data source and click Configure.
  4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

If you're using Power BI's On-Premises Data Gateway with Standard mode, you must use the system DSN.

You must also specify a valid location for OAuthSettingsLocation (a path where OAuth credentials are locally stored to avoid repeated OAuth prompts).

This is because the Standard mode runs on service mode and can only access permitted locations, such as C:\Windows\ServiceProfiles\PBIEgwService\AppData\Local\Microsoft\On-premises data gateway.

The Cvent REST API uses the client credentials flow of OAuth 2.0 to authorize requests to the Cvent.

Before You Connect

Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

Creating a Workspace

To create a workspace:

  1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) > Admin.
  2. In the Admin menu, navigate to Integrations > REST API.
  3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
  4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
    • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
    • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the connector, you need to set the following scopes:
      • event/attendees:read
      • event/attendees:write
      • event/contacts:read
      • event/contacts:write
      • event/custom-fields:read
      • event/custom-fields:write
      • event/events:read
      • event/events:write
      • event/sessions:delete
      • event/sessions:read
      • event/sessions:write
      • event/speakers:delete
      • event/speakers:read
      • event/speakers:write
      • budget/budget-items:read
      • budget/budget-items:write
      • exhibitor/exhibitors:read
      • exhibitor/exhibitors:write
      • survey/surveys:read
      • survey/surveys:write

Creating an OAuth Application

After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See Creating a Custom OAuth Application for a procedure.

Connecting to Cvent

After creating an OAuth application, set the following connection properties to connect to Cvent:

  • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
  • OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Developer Portal.
  • OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Developer Portal.

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Build 24.0.9029