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Connecting Bold BI to Twilio data source

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

Choose Twilio data source

To configure the Twilio 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 Twilio 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 Twilio data source

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

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

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

    Example: https://api.twilio.com/2010-04-01/Accounts/<:youraccountsid>/Calls.json

  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 Twilio data source. This value is used to fetch the data from Twilio data source via 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 under Authentication Type and input a valid Username and Password. Find the details for providing Username and Password from here.

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

How do I get Credentials for connecting Twilio Data source?

  1. Login to Twilio account.

  2. Go to Console Dashboard -> Settings -> API Credentials.

  3. Use this Account SID as Username and Auth Token as Password in Twilio data source in Bold BI Dashboard.

    Reveal API Key

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’.

Setting up the URL

  1. For instance, to query the call details, query the /Calls.json endpoint.
  2. From the listed information get the ID of the specific call.

Replace it in the URL to query a particular payment:

https://api.twilio.com/2010-04-01/Accounts/<:youraccountsid>/Calls/<:specificcallid>.json

Sample queries

Fetch Call Details

https://api.twilio.com/2010-04-01/Accounts/ACygdygeu62gdhbs/Calls.json

Fetch Message Details

https://api.twilio.com/2010-04-01/Accounts/ACygdygeu62gdhbs/Messages.json

Feedback about specific call

https://api.twilio.com/2010-04-01/Accounts/ACygdygeu62gdhbs/Calls/CAdjns42hHVBSJwnIsb/Feedback.json

Media Resource - Fetch media such as image of specific message

https://api.twilio.com/2010-04-01/Accounts/ACygdygeu62gdhbs/Messages/MMjhdioneo62jdibJGSUS/Media/MEjhsdjjkds652haHHSIn.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 Twilio 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.

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