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

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 Cvent 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 Cvent 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.

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.

Next Step

See Using the Connector to create data visualizations.