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Tableau DocuSign Integration

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Tags : tableau-api docusignapi
  • 317

    We have several DocuSign Accounts in our organization. We are planning to build Tableau dashboard that gets usage/billing data from all accounts. DocuSign is using OAuth Token for authentication. Not sure how to authenticate in Tableau. Could you help us with this?

    https://developers.docusign.com/esign-rest-api/reference/Billing/Invoices/get

      November 25, 2021 12:45 PM IST
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  • 319 1

    You'll need to create a Web Data Connector that retrieves the data from DocuSign and puts it into a tabular format for Tableau to use.

    Tableau can only connect to SQL datasources, datasources with an ODBC connector, or web data connectors that translate non-SQL sources (such as DocuSign's REST API) into a tabular form.

      November 30, 2021 12:31 PM IST
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  • 461
    doesn't look like Tableau supports OAuth, https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm says you have to provide the email/password in the request
      December 3, 2021 12:38 PM IST
    0