Connecting to Pardot
1. Overview
This article shows you how to access Pardot data with a data connector in Dundas BI.
Main article: Connect to data and view it on a dashboard
2. Set up Pardot
You may need to first set up a connected app and enable access to Pardot services in order to obtain details such as the Consumer Key and Consumer Secret that you will need when creating a Dundas BI data connector.
For details, see Setting Up Salesforce OAuth for Pardot API Authentication.
3. Create the data connector
When creating a new data connector in Dundas BI, set the Data Provider dropdown to Pardot.
Enter the User E-mail, Password, and Security Token for your Salesforce account with Pardot login rights. If you do not already have a security token to provide, you can reset your security token in order to obtain it by email or use your authenticator app.
Enter other details such as the Consumer Key and Consumer Secret from your connected app and Pardot account, detailed in the link provided in the section above.
In Dundas BI versions higher than 9.0.0.1004, you can choose between the Pardot v3 and v4 APIs by expanding the Advanced section and setting the API Version.