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Connecting Bold BI to Help Scout data source

You can connect to web services of popular site like Help Scout connection type. To enable this connection, follow the given steps.

Click the Data Source button in the configuration panel to add a new data connection.

Data button

Click CREATE NEW to launch a new connection from the connection type panel.

Data source button

Select Help Scout connection button in the connection type panel.

Help scout button

The NEW DATA SOURCE configuration window opens.

Help scout panel

Enter an API in the URL text box which must be a valid REST API.

Refer to the Help Scout API documentation

URL

Choose an appropriate method for the REST API; it can be either GET or POST in the type combo box.

Method Help scout

Add header information by clicking ADD, if required.

Header Help scout

Choose an appropriate Refresh Settings for the REST API; it can be any one of the time intervals shown in the combo box.

Refresh web data connection

Choose an appropriate Data Format for the REST API; it can be either JSON or CSV in the type combo box.

Data web data connection

Choose an appropriate authentication type for the REST API; it can be either Basic HTTP Authentication or None (No Authentication) in the type combo box.

Authentication web data connection

Click the Preview & Connect button in the NEW DATA SOURCEconfiguration panel.

Connection type

Choose Schema(s) window opens. You can select the schema and click Connect.

Schema window

Now, you can get into the data design view window with selected table schema. Drag and drop the table.

Data view

Click Save button to save the data source with valid name.

Save

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Help Scout Integration