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CRM Analytics

CRM Analytics

Setup Guide

Follow these steps to connect CRM Analytics to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type CRM Analytics into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select an Auth Scheme and follow the relevant instructions below.

Authentication Methods

OAuth

  1. Click Sign in to connect securely through OAuth. This action opens the CRM Analytics sign-in page in a new tab.

  2. Log in to your CRM Analytics account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Cloud Add CRM Analytics Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthJWT

  1. Enter the following information:

    • OAuthJWT Cert—the content of the certificate in PEM format.

    • OAuthJWT Issuer—the OAuth Client Id of the connected app for which you registered the certificate.

    • OAuthJWT Cert Password—(Optional) required if the certificate is encrypted.

  2. At the top of the CData Connect Cloud Add CRM Analytics Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and CRM Analytics, see this information page.