Integrate Salesforce Pardot Data in Pentaho Data Integration

The CData JDBC Driver for Salesforce Pardot enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Salesforce Pardot data as a JDBC data source and build jobs and transformations based on Salesforce Pardot data in Pentaho Data Integration.

Configure to Salesforce Pardot Connectivity

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

• ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
• User: The Username of the Salesforce Pardot account.
• Password: The Password of the Salesforce Pardot account.
• UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
• IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Pardot JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.salesforcepardot.jar

Fill in the connection properties and copy the connection string to the clipboard.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;

Save your connection string for use in Pentaho Data Integration.

Connect to Salesforce Pardot from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Salesforce Pardot

1. Click "General"
2. Set Connection name (e.g. Salesforce Pardot Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Salesforce Pardot connection string (e.g.
   

   jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;

6. Set Custom driver class name to "cdata.jdbc.salesforcepardot.SalesforcePardotDriver" 👁 Configuring the JDBC Driver connection.
   
7. Test the connection and click "OK" to save. 👁 Saving the connection.
   

Create a Data Pipeline for Salesforce Pardot

Once the connection to Salesforce Pardot is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Salesforce Pardot connection. 👁 Configuring the Table input object
   
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views. 👁 Selecting data (QuickBooks Online is shown).
   
4. Select a table and optionally preview the data for verification. 👁 Previewing the data (QuickBooks Online is shown).
   

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Pardot and start working with your live Salesforce Pardot data in Pentaho Data Integration today.