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Connecting Bold BI to Nicereply data source

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

Choose Nicereply data source

To configure the Nicereply 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 Nicereply 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

Create Nicereply data source

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

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

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

    Example: https://api.nicereply.com/v1/customers

  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 Nicereply 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 under Authentication Type as authentication.

  8. Enter valid API Key in Password text box and leave Username text box as empty.

    DataSourcesView

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

How do I get AI Key for connecting Nicereply data source?

  1. Login to your Nicereply account. Go to Settings -> API.

  2. Use this Private Key as <yourapikey> in Nicereply data source in Bold BI Dashboard.

  3. Click REGENERATE API KEYS if you don’t have any valid API Key.

    Reveal API Key

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’.

Sample queries

Surveys

https://api.nicereply.com/v1/surveys

Teams

https://api.nicereply.com/v1/teams

Users

https://api.nicereply.com/v1/users

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 Nicereply 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

Nicereply Integration