Build Outreach.io-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Outreach.io data directly from your datapine visualizations and dashboards. This article describes connecting to Outreach.io in CData Connect Cloud and building a simple Outreach.io-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for Outreach.io, allowing you to query data from Outreach.io 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 Outreach.io, leveraging server-side processing to return the requested Outreach.io data quickly.

Configure Outreach.io Connectivity for datapine

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

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

2. Select "Outreach.io" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Outreach.io.

   You must use OAuth to authenticate with Outreach. Set the InitiateOAuth connection property to "GETANDREFRESH". For more information, refer to the OAuth section in the Help documentation.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Outreach.io 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 Outreach.io data from datapine.

Connecting to Outreach.io from datapine

Once you configure your connection to Outreach.io in Connect Cloud, you are ready to connect to Outreach.io from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. Outreach1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Outreach.io Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your Outreach.io data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Outreach.io from datapine, you are now able to visualize and analyze real-time Outreach.io data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!