How to integrate Metabase with MailChimp Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live MailChimp data. This article describes how to connect to MailChimp and build a simple visualization using MailChimp data.

CData Connect provides a pure cloud-to-cloud interface for MailChimp, allowing you to easily integrate with live MailChimp data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to MailChimp, leveraging server-side processing to quickly return MailChimp data.

Configure MailChimp Connectivity for Metabase

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

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "MailChimp" from the Add Connection panel

3. Enter the necessary authentication properties to connect to MailChimp.

   Set the APIKey to the key you generate in your account settings. To obtain the API Key:

   1. Log into Mailchimp.
   2. Navigate to Account > Extras > API Keys.
   3. Note the value of the API Key.
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add MailChimp Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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.

With the connection configured and a PAT generated, you are ready to connect to MailChimp data from Metabase.

Connect to CData Connect Cloud from Metabase

After creating the connection in Connect Cloud, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
2. Configure the connection to Connect Cloud and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "MailChimp (Connect Cloud)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. MailChimp1)
   • Username: A Connect Cloud username (e.g. [email protected])
   • Password: The PAT previously created
   • Click to Use a secure connection (SSL)
   

Execute MailChimp Data with Metabase

Once you configure the connection to Connect Cloud, you can query MailChimp and build visualizations.

1. Use the "Write SQL" tool to retrieve the MailChimp data
2. Write a SQL query based on the MailChimp connection in CData Connect Cloud, e.g.
   
   

   SELECT Name, Stats_AvgSubRate FROM Lists

   
3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from MailChimp data in Metabase. You can continue to work with live MailChimp data in Metabase just like you would any SQL Server database. For more information on creating a live connection to MailChimp (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live MailChimp data in Metabase today.