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Connecting Bold BI to SquareUp data source

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

Choose SquareUp data source

To configure the SquareUp 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 SquareUp 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 SquareUp data source

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

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

  2. Click the API Endpoints drop-down box and choose the required endpoint.

  3. Enter your API Token in headers. Refer to the Get Access Token for more details. Add Header

  4. If you want to enter the endpoint manually, click Custom Url and then enter the URL manually. Refer to the SquareUp API documentation for more details.

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

  6. 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.

  7. Select the JSON data type in the 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 the 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.

Setting up the URL

  1. For instance, to get the specific payment details, query the All Payments endpoint.
  2. From the listed information, get the id of the specific payment.

Replace it in the URL to query particular payment:

https://connect.squareup.com/v2/payments/<:payment_id>

Sample queries

All Payments

https://connect.squareup.com/v2/payments

All Payments Refunds

https://connect.squareup.com/v2/refunds

All Disputes

https://connect.squareup.com/v2/disputes

All Locations

https://connect.squareup.com/v2/invoices?location_id=<:location_id>

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 SquareUp Rest API request. This dialog displays a list of schemas in a treeview and its corresponding values in a grid for a preview. Select required schema(s) from a treeview to use in the designer and then click Connect.

    Preview

  • Now, the data design view page with the 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