SurveyMonkey Query authentication guide

This is a step-by-step guide to creating an OAuth entry, acquiring credentials and authorizing SurveyMonkey Query for use in Matillion ETL.

The SurveyMonkey Query connector uses an OAuth for third-party authentication. While connector properties may differ between cloud data warehouses, the authentication process remains the same.

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Creating an OAuth entry

1. In Matillion ETL, in the top left, click Project → Manage OAuth.

   Note

   If a SurveyMonkey Query connector has already been added to an orchestration job, the Manage OAuth dialog may also be accessed by clicking the connector icon to open the Properties panel at the bottom of the screen, then clicking ... next to the Authentication input, and finally clicking Manage in the pop-up.

2. Copy the Callback URL in the field at the top of the dialog. This will be required when acquiring credentials.

3. Click + in the bottom left to open the Create OAuth Entry dialog.
4. In the Service drop-down menu, select SurveyMonkey. Then, provide a name for the OAuth in the Name field and click OK.

5. Go back to the Manage OAuth dialog and check the list of OAuths to ensure the new entry is listed.

   Note

   The entry is currently Not Configured. You will configure the OAuth entry when authorizing SurveyMonkey Query.

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Acquiring Credentials

1. Go to the SurveyMonkey Developer portal. Click Sign In on the right of the header menu to go to the login screen. Enter valid login credentials to continue.
2. Next, on the SurveyMonkey Developer homepage, click My Apps on the left of the header menu.
3. On the My Apps page, in the top right, click Add a New App.

4. The App Creation dialog will then open. Provide details for the following fields:

   • App Nickname: Provide a name for the app.
   • Select an App type: Select whether the app will be built for the App Directory or just a private team, then click Create App.

5. A page for the newly created app will open. From here, click the Settings tab at the top of the page. Then, in the OAuth Redirect URL field, paste the Callback URL (copied earlier from the Manage OAuth dialog in Matillion ETL) and click Submit Changes.

6. In the Credentials sections, copy the Client ID and Secret. These will be required when authorizing SurveyMonkey Query.

   Note

   • In order to copy the Secret, 👁 must first be clicked to make it visible.
   • Additionally, when copying the codes, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail.

7. Next, scroll further down the Settings page to the Scopes section, and set the following scopes to Required. Then click Update Scopes.

   • View Response Details
   • View Contacts
   • View Users
   • View Collectors
   • View Responses
   • View Surveys

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Authorizing SurveyMonkey Query

1. Return to the Manage OAuth dialog in Matillion ETL and click ⚙ next to the previously created OAuth entry. This will open the Configure OAuth dialog.

2. Using the codes copied from the SurveyMonkey Developer portal earlier, provide details for the following fields:

   • Client ID: Enter the Client ID.
   • Client Secret: Enter the Secret.
   • Data Center (optional): If you are creating an EU OAuth, enter eu.

3. The next dialog will have an Authorization Link. Click the link to authorize Matillion ETL to use the acquired credentials.

4. If this process is successful, the browser will return to Matillion ETL and show Authorization successful.