My understanding is that real time updates directly through the integration is not possible because Tableau limits live data connections to a subset of cloud databases and applications, which prevent SurveyMonkey from syncing new responses using HTTP methods. However, there is an alternative using Tableau Bridge which is an online sync client. You can find more information at Web Data Connectors in Tableau Server
Hope this helps.
SurveyMonkey Product Manager
Thanks for the reply. I am trying to connect Survey Monkey to a local on premise Tableau Server. I am by no means an expert on WDCs with Tableau, but from my experience implementing a WDC for REDCap and a local Tableau Server, I figure if Tableau Desktop can connect, then whitelisting the WDC on the local Tableau Server should allow Survey Monkey to connect too. The issue, as I see it, is that the Survey Monkey WDC URL is specific to each survey (i.e. the URL includes an identification number at the end) and I am not sure how to whitelist "all" of them. The first screenshot shows "20309" tagged onto the end (Apps | Tableau). Our REDCap WDC has a fixed URL, and then asks for the API token after connecting. This makes whitelisting straight forward. The second issue is knowing what all of the referenced external files are that need to be whitelisted as well. I can't seem to find a way to view the WDC page source to see what js resources it is using.
I spoke with the developer who built this integration and he provided me the following thoughts which he thought might help out. I hope this helps.
Based on the detail in the following article: tabadmin commands
Run the following command to whitelist the WDC URL connector:
tabadmin whitelist_webdataconnector -a https://www.surveymonkey.com/apps/tableau/wdc/1234
Then run the next command with -s to add secondary whitelist to the api endpoints that required by the wdc:
tabadmin whitelist_webdataconnector -s https://www.surveymonkey.com/apps/tableau/wdc/1234
Let me know if you have any questions.
Before whitelisting the web data connecter on Tableau Server, an extract refresh job would fail instantaneously with a note referencing the WDC is not whiltelisted. After whitelisting the WDC as Deanna mentioned, we noticed the extract refresh would run but would time out after the default setting (2 hours). After working with the security team in our organization, we discovered the https://secure.surveymonkey.com URL was blocked for our servers and our service was trying to access that URL as part of the job. As soon as they permitted this URL, our refresh job completed successfully.
Thus, if you're running into issues after whitelisting the WDC from the command line on Tableau Server, I would recommend having someone trace what URLs the Tableau Server service account is trying to access.
Thanks Dan for the update.
I will update our support documentation so that other customers can take advantage of this.