• Prerequisites
• Connect to Connect AI

This page outlines the steps to connect Geckoboard to the Connect AI Virtual SQL Server API.

Prerequisites

Before you connect, you must first do the following:

• Connect a data source to your Connect AI account. See Sources for more information.
• Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.

Connect to Connect AI

To establish a connection from Geckoboard to the Connect AI Virtual SQL Server API, follow these steps.

1. Log in to Geckoboard.

2. Click Add widget.

   

3. Search for “Databases” and click the resulting option.

   

4. Select SQL Server as the database type.

   

5. Fill in the connection details:

   • Connection name—enter a name for the connection to Connect AI.
   • Host—enter tds.cdata.com
   • Port—enter 14333
   • Database name—enter the Connection Name of the Connect AI data source you want to connect to (for example, Salesforce1).
   • Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, test@cdata.com.
   • Password—enter the PAT you generated on the Settings page.

   

6. Click Connect.