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Connect Tableau to any app with real-time data sync.

Sync Tableau across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Tableau.

These objects are read from Tableau in real time and delivered into your connected systems, with field-level mapping. Custom fields are picked up from the live schema where Tableau exposes them.

Published Data Sources
Published data sources (.tdsx); their underlying rows are read via the VizQL Data Service, and refresh state is tracked through content webhooks.
Workbooks
Workbook content and metadata read via the REST and Metadata APIs; create, update, and delete events fire webhooks for change detection.
Views
Worksheets and dashboards inside workbooks; their data and crosstab export as CSV via the REST query-view-data endpoint.
Projects
Folders that organize content and set permissions; listed via REST to mirror the site's content hierarchy into a catalog.
Users
Site users with site roles and group membership; read via REST for access reviews and to reconcile identities against an HR or IdP source.
Databases and Tables
External assets indexed by Tableau Catalog; queried via the Metadata API GraphQL endpoint for lineage and impact analysis.
Extract Refresh Tasks
Scheduled extract refreshes; status and history read via REST, with DatasourceRefreshSucceeded and Failed events delivered by webhooks.
Fields and Columns
Columns and calculated fields with their descriptions, exposed by the Metadata API; read to populate a data catalog with governed definitions.
API surface

How Stacksync connects to Tableau.

The connector runs on Tableau's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API, Metadata API (GraphQL), and VizQL Data Service
Authentication
Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.
Change detection
Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.
Rate limits
Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.

Sync directions

  • Read Supported
  • Write Not available
  • Change data capture Not available
  • Webhooks Supported
What ships with Tableau

Connect Tableau for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Real-time sync

Changes in Tableau flow into your connected systems in real time. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Tableau data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Tableau record.

Observability

Monitoring

Track your Tableau sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Tableau connector.

Tableau, now part of Salesforce, is the business-intelligence and dashboarding layer owned by BI teams, analytics engineers, and Tableau site administrators. It is a presentation and governance surface rather than a system of record: published data sources, workbooks, views, and Catalog metadata (databases, tables, fields, and lineage) live there, sitting on top of warehouses and operational systems. Stacksync connects to Tableau as a source, reading that content, its metadata, and the rows behind published data sources so other teams can catalog, report on, and monitor it downstream.

  • BI engineers
  • Analytics engineers
  • Tableau site administrators
  • Data governance leads
  • Data platform teams

  1. Extract rows from published Data Sources through the VizQL Data Service into a Postgres or Snowflake warehouse for downstream modeling.

  2. Read Databases, Tables, and Fields from the Metadata API to populate a data catalog with Tableau lineage and column definitions.

  3. Mirror the Projects and Workbooks content hierarchy into an internal catalog so teams discover dashboards from a central index.

  4. Track Extract Refresh Tasks and DatasourceRefreshFailed webhook events to raise alerts in a database or ticketing system when refreshes fail.

  5. Read site Users and their site roles for periodic access reviews and to reconcile Tableau accounts against an HR or IdP source of record.

  6. One-way sync of rows from a published Tableau Data Source, pulled through the VizQL Data Service, into a Snowflake or Postgres table so analysts join governed Tableau metrics with other operational data in SQL.

All Tableau integrations

Pick the system you need to keep in sync with Tableau. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 41

ERP · 37

Database · 50

Data warehouse · 28

How it works

Set up Tableau in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Tableau with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Tableau connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Tableau objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Tableau
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Tableau database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Tableau connector FAQ

What can I sync with the Tableau connector?

Tableau's core objects — Published Data Sources, Workbooks, Views, Projects and custom fields — can sync with any of 302 other systems. Tableau is a data source: Stacksync reads from it in real time and delivers into your systems of record, with field-level mapping.

How does Stacksync connect to Tableau?

Via REST API, Metadata API (GraphQL), and VizQL Data Service, authenticated with Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.. Changes are detected as follows — webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Tableau connector two-way?

Tableau is primarily a read-only source: Stacksync pulls its data into your CRM, database, or warehouse in real time. Writes flow into the systems Tableau connects to, not back into Tableau.

How long does a Tableau integration take to set up?

Most Tableau integrations go live in minutes: authenticate Tableau and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Tableau data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Tableau data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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