Connecting Bold BI to ClubReady data source

Bold BI dashboard designer supports connecting ClubReady web services through REST API.

Choose ClubReady data source

To configure the ClubReady data source, follow the below steps:

Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the ClubReady connection in the connection panel.

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create ClubReady data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create ClubReady data source.

Enter a name and description (optional) for the data source.
Click the API Endpoints down drop box and choose the required endpoint.
Enter your Api Key in api key combo box.
Enter your Chain Id in chain id combo box.
Enter a valid REST API endpoint in the URL textbox. Refer the ClubReady API documentation for more details.
Click Custom Url to enter the URL manually.
Select GET method for the REST API in Method combo box.
Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.
Select JSON data type in Data Format combo box.

Data source preview

You can also edit the connection information set here using the Edit Connection option.

Additional information

Refresh Settings

Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.

Sample queries

Clubs

https://www.clubready.com/api/current/corp/{chainId}/clubs?ApiKey=<:apikey>&ChainId=<:chainid>

Prospect Types

https://www.clubready.com/api/current/club/lead-types?ApiKey=<:apikey>&ChainId=<:chainid>

Preview and data import

Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from ClubReady Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.