Connect to DocuSign Data from HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect Cloud, HediSQL reach extends to include access to live DocuSign data. This article demonstrates how to connect to DocuSign using Connect Cloud and query DocuSign data in HeidiSQL.

CData Connect Cloud provides a pure SQL Server interface for DocuSign, allowing you to query data from DocuSign without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to DocuSign, leveraging server-side processing to return the requested DocuSign data quickly.

Configure DocuSign Connectivity for HeidiSQL

Connectivity to DocuSign from HeidiSQL is made possible through CData Connect Cloud. To work with DocuSign data from HeidiSQL, 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.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to DocuSign from HeidiSQL using Connect Cloud

To establish a connection from HeidiSQL to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

1. In the Session Manager, select New in the bottom-left
2. Give the new session a descriptive name, e.g. Connect-Cloud-DocuSign

Configure a SQL Server Connection to Connect Cloud

1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
2. The Library DLL should automatically update to MSOLEDBSQL
3. Set the Hostname/IP to tds.cdata.com
4. Set the User to your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
5. Set the Password to your PAT created in Connect Cloud in the previous section.
6. Set the Port to 14333

Query DocuSign from HeidiSQL

1. In the database listing on the left, find your connection to DocuSign configured earlier.
2. Expand this connection to view individual tables or data objects present within DocuSign.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

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