Query DocuSign Data in MySQL Workbench

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Server), you get live access to DocuSign data as if it were a MySQL database. This article shows how to create a virtual database for DocuSign in Connect and work with live DocuSign data in MySQL Workbench.

Create a Virtual MySQL Database for DocuSign Data

CData Connect uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect and click Connections.
2. Select "DocuSign" from Available Data Sources.
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 Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to DocuSign from MySQL Workbench.

Query DocuSign from MySQL Workbench

The steps below outline connecting to the virtual DocuSign database in Connect from MySQL Workbench and issuing basic queries to work with live DocuSign data.

Connect to DocuSign through Connect

1. In MySQL Workbench, click to add a new MySQL connection.
2. Name the connection (CData Connect).
3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
4. Click Store in Vault to set and store the password.
5. Click Test Connection to ensure the connection is configured properly and click OK.

Query DocuSign Data

1. Open the connection you just created (CData Connect).
2. Click File -> New Query Tab.
3. Write a SQL query to retrieve DocuSign data, like SELECT * FROM docusigndb.Documents;

With access to live DocuSign data from MySQL Workbench, you can easily query and update DocuSign, just like you would a MySQL database. Request a demo of the CData Connect and start working with DocuSign just like a MySQL database today.