Skip to main content

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.
Geckoboard Client 01
3
Search for “Databases” and click the resulting option.
Geckoboard Client 02
4
Select SQL Server as the database type.
Geckoboard Client 03
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.
Geckoboard Client 04
6
Click Connect.