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Connecting Bold BI to Freshdesk data source

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

Choose Freshdesk data source

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

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the Freshdesk connection in the connection panel.

    Choose data source

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 Freshdesk data source

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

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid Freshdesk REST API endpoint in the URL textbox. Refer the Freshdesk API documentation for more details.

    Example: https://<:your-domain>.freshdesk.com/api/v2/tickets

  3. Select GET method for the REST API in Method combo box.

  4. In Max Rows, enter the maximum number of rows to be fetched from the Freshdesk data source.

  5. 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.

  6. Select JSON data type in Data Format combo box.

  7. Choose Basic HTTP Authentication in Authentication Type combo box.

  8. Enter a valid Freshdesk Username and Password to access the endpoints.

    DataSourcesView

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. If you do not want to sync your new data, choose ‘Never’.

Setting up the URL

  1. Query the /tickets endpoint.
  2. From the listed information get the id of the specific ticket.

Replace it in the URL to query a particular conversations:

https://myaccount.freshdesk.com/api/v2/tickets/<ticket_id>/conversations

Sample queries

Contacts

https://myaccount.freshdesk.com/api/v2/contacts

Agents

https://myaccount.freshdesk.com/api/v2/agents

Roles

https://myaccount.freshdesk.com/api/v2/roles

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 Freshdesk 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.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Freshdesk API Limits

Freshdesk Integration