QuotaPath

QuotaPath's integration with Tableau allows you to easily import data from a Tableau table to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

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Before connecting Tableau to your QuotaPath workspace, you'll need to obtain the below information.

View Names: a comma separated list of view names to sync

Server Name: The name of the server. (e.g. 10ax.online.tableau.com)

Site Name: Name of your specific site

Personal Access Token Name: Name of the Personal Access Token.

Personal Access Token Secret: The secret value of the Personal Access Token.

API Version: The API Version (e.g. 3.19)

1. View Names: a comma separated list of view names to sync
2. Server Name: The name of the server. (e.g. 10ax.online.tableau.com)
3. Site Name: Name of your specific site
4. Personal Access Token Name: Name of the Personal Access Token.
5. Personal Access Token Secret: The secret value of the Personal Access Token.
6. API Version: The API Version (e.g. 3.19)

Once you have the above information, you're ready to connect Tableau to your QuotaPath workspace!

QuotaPath supports the ability to import Groups and Users from a Tableau dashboard.

To connect Tableau to your QuotaPath workspace, open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available. Find the Tableau integration card and click ‘Connect’.

Enter the above information into the integration source form shown below and click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

At the top of the following screen, use the dropdown selector to set the sync frequency. After the source is connected, open the Tableau card and choose Manage source. To pull the latest records, an Admin clicks Sync and Refresh on the source page (that action is admin-only).

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is set up, you can map a component to this data. Visit <a href="https://help.quotapath.com/en/articles/6608062-how-to-map-a-component-to-your-data-source">How to Map a Component to your Data Source</a> for more detailed instructions!

Learn how to connect Tableau to QuotaPath

Tableau Integration Overview

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Tableau Integration Overview

Integration Requirements

Supported Objects

How to connect Tableau

Integration Source Form

Sync Schedule

Objects