Bold BI dashboard designer supports connecting Freshworks CRM web services through REST API.
To configure the Freshworks CRM data source, follow these steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Freshworks CRM connection in the connection panel.
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.
Once you clicked the data source, the
NEW DATA SOURCE configuration panel opens. Follow these steps to create a Freshworks CRM data source.
You can also edit the connection information set here using the Edit Connection option.
|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.|
Replace <:your_domain> with your Freshworks CRM domain.
Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of the JSON data retrieved from the Freshworks CRM Rest API request. This dialog displays a list of schemas in a treeview and their corresponding values in a grid for preview. Select required schema(s) from a treeview to use in designer and click Connect.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.