Access Live DocuSign Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to DocuSign data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to DocuSign within your Connect Cloud instance and accessing live DocuSign data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for DocuSign, enabling effortless access to live DocuSign data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live DocuSign data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to DocuSign. This leverages server-side processing to promptly retrieve the desired DocuSign data.

Configure DocuSign Connectivity for Google Sheets

Connectivity to DocuSign from Google Sheets is made possible through CData Connect Cloud. To work with DocuSign data from Google Sheets, we start by creating and configuring a DocuSign connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "DocuSign" from the Add Connection panel
3. Enter the necessary authentication properties to connect to DocuSign.

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add DocuSign Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to DocuSign data from Google Sheets.

Access Live DocuSign Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live DocuSign data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. DocuSign1), Table (e.g. Documents, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to DocuSign Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live DocuSign data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.