Ensure you have Site Administrator Creator privileges for your Tableau account.

If you’ve been directed to StackOne to integrate with Tableau, the following steps will help you understand the process and any necessary actions to configure successful integration.

Get Your Tableau URL details

Your Server URL and Content URL are found in the URL when you are logged in to your Tableau Cloud account. Example given the URL: https://prod-uk-a.online.tableau.com/#/site/devb73211b483/users

  • Server URL: https://prod-uk-a.online.tableau.com
  • Content URL: devb73211b483

Get Your Tableau Personal Access Token

1

Access My Account Settings

When logged in to your Tableau Cloud account, click your profile icon in the top right, then click My Account Settings.

My Account Settings
2

Create Personal Access Token

Under Settings, scroll down to Personal Access Tokens. Enter a Name for your new Token, then click the Create Token button.

Create Token
3

Copy Token Details

Copy your displayed Token Name and Secret and store them safely. Click the Done button when complete.

Copy Token Details

Connecting with StackOne

1

Enter URL and Access Token Details

Upon reaching the Link Account page, enter the URL and Access Token details from the previous steps:

  • Personal Access Token Name
  • Personal Access Token Secret
  • Content URL
  • Server URL
Link Account
2

Connect

Proceed by clicking the Connect button.


Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!