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Connecting Bold BI to the Sendible data source

The Bold BI dashboard designer supports connecting Sendible web services using the REST API.

Choose Sendible data source

To configure the Sendible data source, follow these 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 Sendible 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 the left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create a Sendible data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow these steps to create a Sendible data source.

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

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

    Example: https://api.sendible.com/api/v2/profile

  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 Sendible data source. This value is used to fetch the data from the Sendible data source using the pagination.

  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 User Name and Password to access the endpoint in your account.

Data source preview

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

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
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

Contacts

https://api.sendible.com/api/v2/contacts.json

Service

https://api.sendible.com/api/v2/service_types.json

Company

https://api.sendible.com/api/v2/company.json

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 the Sendible Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in the 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 from tree view table in the left pane and drop the table in Query designer page. Query Editor

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

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Sendible Integration