Seamlessly Bring SAP Ariba Source Data into Retool Using CData Connect Cloud


Integrate SAP Ariba Source data into Retool with CData Connect Cloud to build smarter apps and streamline workflows with real-time data access.

Retool enables the rapid creation of custom internal tools using a low-code or no-code approach. By integrating SAP Ariba Source into Retool with CData Connect Cloud, you can access live data from SAP Ariba Source in real time, enabling you to build more efficient apps and streamline workflows.

This guide walks you through the simple steps to connect SAP Ariba Source to Retool via CData Connect Cloud using OpenAPI or the Virtual SQL Server API. You can securely connect to your SAP Ariba Source data, ensuring seamless integration and real-time updates, empowering you to create smarter apps and enhance operational efficiency. Let's get started!

Configure the SAP Ariba Source Connectivity for Retool (in CData Connect Cloud)

Overview

Here is an overview of the steps:

  1. Configure: (Optional) Set up your SAP Ariba Source data source in CData Connect Cloud, add a Workspace, add assets to your Workspace, and generate a Personal Access Token (PAT).
  2. Connect: Link Retool to CData Connect Cloud using OpenAPI or the Virtual SQL Server API.
  3. Explore: Use your connected data to build smarter apps and explore advanced integrations.

Prerequisites

Ensure you have the following before starting:

  1. An active SAP Ariba Source account and credentials.
  2. A CData Connect Cloud account. Log in or sign up for a free trial here.
  3. A Retool account. Sign up here.

Connect to SAP Ariba Source from Connect Cloud

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

  1. Log into Connect Cloud, click Sources, and then click Add Connection
  2. Select "SAP Ariba Source" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to SAP Ariba Source.

    In order to connect with SAP Ariba Source, set the following:

    • API: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Supplier, Sourcing Project Management, or Contract API based on your business role (possible values are SupplierDataAPIWithPaginationV4, SourcingProjectManagementAPIV2, or ContractAPIV1).
    • DataCenter: The data center where your account's data is hosted.
    • Realm: The name of the site you want to access.
    • Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

    If you are connecting to the Supplier Data API or the Contract API, additionally set the following:

    • User: Id of the user on whose behalf API calls are invoked.
    • PasswordAdapter: The password associated with the authenticating User.

    If you're connecting to the Supplier API, set ProjectId to the Id of the sourcing project you want to retrieve data from.

    Authenticating with OAuth

    After setting connection properties, you need to configure OAuth connectivity to authenticate.

    • Set AuthScheme to OAuthClient.
    • Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

      For more information on creating an OAuth application, refer to the Help documentation.

    Automatic OAuth

    After setting the following, you are ready to connect:

      APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

    When you connect, the provider automatically completes the OAuth process:

    1. The provider obtains an access token from SAP Ariba and uses it to request data.
    2. The provider refreshes the access token automatically when it expires.
    3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add SAP Ariba Source 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.

Configure SAP Ariba Source Endpoints for Retool

After connecting to SAP Ariba Source, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
  2. Click Add to add new assets to the Workspace.
  3. Select the SAP Ariba Source connection (e.g. SAPAribaSource1) and click Next.
  4. Select the table(s) you wish to work with and click Confirm.
  5. Make note of the OpenAPI URL or the Virtual SQL Server URL for your workspace, e.g. https://cloud.cdata.com/api/openapi/v3/{workspace_name}...

With the connection, PAT, and Workspace configured, you are ready to connect to SAP Ariba Source data from Retool.


Connect Retool to SAP Ariba Source in CData Connect Cloud

Now that you've configured your SAP Ariba Source connection in CData Connect Cloud, it's time to integrate it with Retool.

Retool can be connected to SAP Ariba Source in CData Connect Cloud via either OpenAPI or the Virtual SQL Server API. Choose the method that best suits your workflow:

Connect via OpenAPI

To connect using the OpenAPI specification, follow these steps:

  1. On CData Connect Cloud, from the left-hand side, go to Workspaces then select a Workspace.
  2. Click the View Endpoints, and under the OpenAPI, copy the OpenAPI URL for the workspace. Keep the default options. See OpenAPI section for more information.
  3. Login to Retool and then go to the Resources tab, click Create new > Resource.
  4. In the Select a resource type search bar, and search for OpenAPI.
  5. Click OpenAPI. The Configure OpenAPI screen appears. Enter the following information to configure the OpenAPI connector:
    • Name: The Connection Name to identify the connector on Retool.
    • Specification URL: The OpenAPI URL you copied from the Workspace in CData Connect Cloud. Paste the URL here.
    • Forward headers when fetching OpenAPI spec: Check this box.
    • Under the URL parameters, keep the key-value pair unchanged.
    • In the Headers section, write the key as Authorization and in the value, write Basic.
    • For the Basic connection value, Retool requires a base64-encoded version of your CData Connect Cloud username:PAT combination (where PAT is the token you generated earlier). Use a tool like this to encode the value. For example, [email protected]:12345 encodes to dGVzdEBjZGF0YS5TIzNDU=. Copy this encoded value and paste it into the value field after Basic with a space.
    • Username: Enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: Enter the PAT you generated on the Settings page.
  6. Click Test connection to test your connection configuration. Once you have a successful connection, click Create resource.
  7. Create the app in Retool in which to integrate your data.
  8. Click Create resource query.
  9. Select the new resource you created, and view the endpoints that are available.
  10. You can now build your app with your live SAP Ariba Source data.

Connect via Virtual SQL Server API

To connect using the Virtual SQL Server API, follow these steps:

  1. Login to Retool, then go to Resources. Click Connect New at the top-right and select Resources.
  2. Enter Microsoft SQL in the search bar, click the resulting option, and enter the following details:
    • Name: A name for the connection to CData Connect Cloud.
    • Host: tds.cdata.com.
    • Port: 1433.
    • Database Name: Enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
    • Database Username: Enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Database Password: Enter the PAT you generated on the Settings page.
  3. Click Test Connection. If the connection fails, you might need to whitelist CData Connect Cloud IPs for Retool and other data sources. Check out the documentation here.
  4. If it succeeds, click Create Resource.
  5. Your connection is now set up, and you can build your app with live SAP Ariba Source data.

Build Retool Apps with Your Live SAP Ariba Source Data

Now that you have integrated SAP Ariba Source with Retool using CData Connect Cloud, it's time to utilize your live data to its full potential. Let's build a simple app:

  • Step 1: Set Up the Table (on home screen)
    • Create a New App in Retool.
    • Select your SAP Ariba Source connection.
    • Add a Table component and bind it to SAP Ariba Source's data.
  • Step 2: Add Filters (on top-right)
    • Add a Dropdown to filter by Opportunity Stage.
    • Add a Text Input for searching Account Name.
  • Step 3: Display Key Metrics (below Table)
    • Add a Text component to show Total Amount of filtered opportunities.
    • Use a query to sum the Amount for filtered data.
  • Step 4: Add Visuals (top-right or side panel)
    • Add a Bar Chart to visualize opportunities by Stage.
    • Add a Line Chart to show Expected Revenue over time.
  • Step 5: Test and Deploy (top-right)
    • Test filters, search, and charts.
    • Deploy the app and share the link for access.

With these steps, you've successfully created a dynamic app to manage and visualize your Salesforce opportunities. Enjoy exploring your live data and leveraging it for better insights!


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