Connecting Bold BI to SurveyMonkey data source

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

Choose SurveyMonkey data source

To configure the SurveyMonkey 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 SurveyMonkey 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 from server

How to Obtain the Surveymonkey Client ID and Client Secret

Note: SurveyMonkey OAuth credentials are required for the Bold BI Embedded Analytics but not needed in the Cloud Analytics Server.

Log in to developer.surveymonkey.com.
Click the Create New App button.
Enter the required details and click the Create App button.
Now, go to the SETTINGS window, enter the OAuth Redirect URL, then click the Submit Changes button.

NOTE: The Bold BI redirect URL should be added in the proper format. Please refer to this URL structure, https://hostname/bi/designer/v1.0/oauth/agent.

Scroll down and select the scopes based on your requirements, and click the Update Scopes button.
You will find the Client Id and Client Secret in the Credentials section of the SETTINGS window.

NOTE: Save the client ID and client secret in Bold BI by following the OAuth Configuration guide for more details.

Create SurveyMonkey data source

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

Enter a name and description (optional) for the data source.
Click the API Endpoints down drop box and choose the required endpoint.
Enter a valid REST API endpoint in the URL textbox. Refer the SurveyMonkey API documentation for more details.
Click Custom Url to enter the URL manually.
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 SurveyMonkey data source. This value is used to fetch the data from SurveyMonkey 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.

Data source preview

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

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.

Setting up the URL

Query the Survey Details endpoint.
From the listed information get the survey id for the connected account.

Replace it in the URL to query a particular conversations:

https://api.surveymonkey.com/v3/surveys/<:surveyid>/details

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

Sample queries

Survey Categories

https://api.surveymonkey.com/v3/survey_categories

Survey Templates

https://api.surveymonkey.com/v3/survey_templates

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 SurveyMonkey 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.