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BI Tools integrations are enabled per organization for migration projects. Ask your Datafold contact or support@datafold.com to turn them on.
Datafold signs in to Tableau Server or Tableau Cloud with a personal access token and downloads workbook and data source definitions, without extracts. For what the sync does with them, see BI Tools.

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1. Create a personal access token

Create a personal access token for a Tableau user that can see the content you want to sync. Datafold sees only what that user sees.
  • The user must be able to download the workbooks and data sources in scope: the Download Workbook/Save a Copy and Download Data Source permissions, which a site role of Explorer or higher can hold. A site administrator sees everything on the site.
  • Copy the token name and the token secret. Tableau shows the secret only once.

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2. Add the integration in Datafold

Go to Settings → Integrations → BI Tools, click Add new integration, and choose Tableau. Fill in the form:
  • Server URL: the address of your Tableau Server or Tableau Cloud pod, for example https://tableau.example.com or https://prod-useast-a.online.tableau.com.
  • Personal access token name and Personal access token secret: the token from step 1.
  • Sites: the content URL of each site to sync. The content URL is the part after #/site/ in the browser’s address bar. Type it and press Enter.
  • Default site: also sync the Default site, whose content URL is empty.
Add at least one site, or select Default site. Then fill in the shared settings and save. Datafold tests the sign-in to each site and shows the result. Datafold sends the stored token only to the server URL that it was saved with. To change the server URL, enter the token secret again.

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3. Run a sync

Click Sync now. When the sync finishes, open the pull request from the Latest sync panel, then add the mappings for the warehouse connections that the sync found.

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Troubleshooting

  • The server’s TLS certificate is not trusted: the server uses a certificate that Datafold does not trust, for example one from a private certificate authority. On a customer-hosted deployment, add that certificate authority to the trust store of the Datafold containers. Otherwise, contact support@datafold.com.
  • The server did not answer like Tableau Server: check the Server URL. It must be the address of Tableau Server or of your Tableau Cloud pod.
  • The Tableau server is not reachable from Datafold: allow Datafold’s egress addresses (see Securing connections).
  • The server redirected to another host: enter the URL that the server redirects to. Datafold never sends the token to another host.
  • Sign-in rejected: check the token name and secret, that the token has not expired or been revoked, and that each site is entered as its content URL, not its name.