Connecting Bold BI to ActiveCampaign data source

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

Choose ActiveCampaign data source

To configure the ActiveCampaign data source, follow the below 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 ActiveCampaign 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.

Choose data source

Create ActiveCampaign data source

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

Enter a name and description (optional) for the data source.
Enter a valid ActiveCampaign REST API endpoint in the URL textbox. Refer the ActiveCampaign API documentation for more details.

Example: https://<your-account>.api-us1.com/api/3/connections
Select GET method for the REST API in Method combo box.
In Max Rows, enter the maximum number of rows to be fetched from the ActiveCampaign data source. This value is used to fetch the data from ActiveCampaign data source via pagination.
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.
Select JSON data type in Data Format combo box.
Replace <:your_app_token> under Headers with a valid API key.
Choose None under Authentication Type, as authentication is done through header.

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

How do I get API Key for connecting ActiveCampaign Data source?

Login to your ActiveCampaign account.
Go to Developer -> My Settings and get your API key

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’.
API Limits	ActiveCampaign API has a rate limit of 5 requests per second per account. Contact them for a custom rate limit solution.

Setting up the URL

Log in to your account and get your Base URL on the My Settings page under the “Developer” tab.
Replace <:your-account> with this base URL.
Replace <:resource> with a valid endpoint.

https://<your-account>.api-us1.com/api/3/<:resource>

For more information on the API endpoints available for this data source, refer to their official API Documentation

Sample queries

Campaigns

https://sample-user-api.com/api/3/campaigns

Deals

https://sample-user-api.com/api/3/deals

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 ActiveCampaign 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.
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.