Mailchimp Connector for SSRS

Read / write MailChimp Campaigns, Lists, Members, Reports and more in without coding.

In this article you will learn how to quickly and efficiently integrate Mailchimp data in SSRS without coding. We will use high-performance Mailchimp Connector to easily connect to Mailchimp and then access the data inside SSRS.

Let's follow the steps below to see how we can accomplish that!

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Video Tutorial - Integrate Mailchimp data in SSRS

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

  • How to download and install the required PowerPack for Mailchimp integration in SSRS
  • How to configure the connection for Mailchimp
  • Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
  • How to use the Mailchimp in SSRS

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    MailchimpDSN

    ZappySys Data Gateway - Add Data Source

  5. When the Configuration window appears give your data source a name if you haven't done that already, then select "Mailchimp" from the list of Popular Connectors. If "Mailchimp" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    MailchimpDSN
    Mailchimp
    ODBC DSN Template Selection
  6. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Steps how to get and use Mailchimp credentials
    To get the credentials you need in order to set up your OAuth workflow, you'll first need to register your application with Mailchimp:
    1. Login into your Mailchimp account, click on your Profile Icon, and hit Account & billing: Start by going to Mailchimp account
    2. Navigate to the Registered Apps page in your Mailchimp account: Go to registered OAuth apps in Mailchimp
    3. Click Register An App button: Register new OAuth app in Mailchimp
    4. Fill-in the Register An App form and click Create button: Enter OAuth app details in Mailchimp
      NOTE: For Redirect URI use Redirect URI (also called "Redirect URL" or "Callback URL") given by your IT administrator or just use https://zappysys.com/oauth, if you don't have one.
    5. After successfully registering your application, you'll see the Client ID and Client Secret, record these values and store them securely: Use OAuth app to get Mailchimp data via REST API
    6. Record your Mailchimp data center, since we will need it later. The data center is located in your browser's address bar URL. If the URL is https://us21.admin.mailchimp.com/account/api, then your data center is us21.
    7. Now go to SSIS package or ODBC data source OAuth authentication configuration.
    8. Proceed by entering the data center into the Data Center field that was recorded in the previous step.
    9. Then enter the Client ID value into the Client ID field that you recorded in the previous step.
    10. Enter the Client Secret value into the Client Secret field that was recorded in the previous step.
    11. Click Generate Token. If proper authentication occurs, you will see a confirmation notice. If you get an error, click Yes on the dialog box and then a large browser window will launch. Then log into your Mailchimp account and approve the use of the application.
    12. Finally, hit the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
    13. If the connection test succeeds, select OK.
    14. Done! Now you can use Mailchimp Connector!

    Fill in all required parameters and set optional parameters if needed:

    MailchimpDSN
    Mailchimp
    OAuth [OAuth]
    https://[$DataCenter$].api.mailchimp.com
    Required Parameters
    Data Center Fill-in the parameter...
    Client Id Fill-in the parameter...
    Client Secret Fill-in the parameter...
    Default List Id Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN Oauth Connection Configuration
    Steps how to get and use Mailchimp credentials
    The simplest way to authenticate a request to the Mailchimp Marketing API is by using an API key (If you require access to Mailchimp on behalf of other Mailchimp users, you'll want to set up OAuth authentication instead)::
    1. Login into your Mailchimp account, click on your Profile Icon, and hit Account & billing: Start by going to Mailchimp account
    2. Navigate to the API keys page in your Mailchimp account: Go to API Keys in Mailchimp
    3. In the Your API keys section of the page, click Create A Key button: Create new API Key in Mailchimp
    4. Give your new key a descriptive name that will remind you which application it's used for: Name API Key in Mailchimp
    5. Copy the API key immediately and store it in a secure location (you won't be able to see or copy the key once you finish generating it): Use API Key to get Mailchimp data via REST API
    6. Record your Mailchimp data center, since we will need it later. The data center is located in your browser's address bar URL. If the URL is https://us21.admin.mailchimp.com/account/api, then your data center is us21.
    7. Now go to SSIS package or ODBC data source ApiKey Auth authentication configuration.
    8. Proceed by entering the data center into the Data Center field that was recorded in the previous step.
    9. Then enter the API key into the Api Key field that you copied earlier.
    10. Finally, click the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
    11. Done! Now you can use Mailchimp Connector!

    Fill in all required parameters and set optional parameters if needed:

    MailchimpDSN
    Mailchimp
    ApiKey Auth [Http]
    https://[$DataCenter$].api.mailchimp.com
    Required Parameters
    Api Key Fill-in the parameter...
    Default List Id Fill-in the parameter...
    Optional Parameters
    Data Center
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration

  7. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

    ZappySys API Driver - Mailchimp
    Read / write MailChimp Campaigns, Lists, Members, Reports and more in without coding.
    MailchimpDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in SSRS to retrieve data from Mailchimp. Hit OK button to use this query in the next step.

    SELECT * FROM Campaigns
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the Mailchimp API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.
  9. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in SSRS:

    ZappySys API Driver - Mailchimp
    Read / write MailChimp Campaigns, Lists, Members, Reports and more in without coding.
    MailchimpDSN
    SELECT * FROM Campaigns
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Mailchimp API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Mailchimp servers).
  10. Click OK to finish creating the data source.

Read data in SSRS from ZappySys Data Gateway

  1. Open Visual Studio and create a new SSRS project
  2. Then add a new Shared Data Source (you can create a non-shared data source inside report too):

    Adding a Data Source in SSRS project
  3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:

    Configuring a Data Source to access API data in SSRS project
  4. Once a window opens, configure it similarly. Configure "MailchimpDSN" as database name. Finally, hit Test Connection and OK:

    MailchimpDSN
    Configuring thoroughly a Data Source to access API data in SSRS project
  5. Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:

    DataSource=localhost,5000;Initial Catalog=MailchimpDSN
    How Data Source in SSRS project looks like
  6. Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:

    SELECT * FROM Campaigns
    Specifying a query in SSRS Dataset to access API data #1
  7. Finally, once you complete the report, similar results will show up:

    ZappySys Data Gateway API data source results

Passing Parameters to SSRS Report / Filter data

If you want to parameterize your report, then refer to this article

Actions supported by Mailchimp Connector

Learn how to perform common Mailchimp actions directly in SSRS with these how-to guides:

Conclusion

In this article we showed you how to connect to Mailchimp in SSRS and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Mailchimp, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Mailchimp Connector for SSRS and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Mailchimp Connector for SSRS Documentation

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