The Bold BI supports the following data connection types such that the structured data can be in any specific format to consider for processing. Click a data source for instructions on how to connect in Bold BI dashboards.
Data Connector | Description |
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Amazon Athena | Amazon Athena is an interactive query service that makes it easy to analyze data in Amazon S3 using standard SQL. |
Amazon Aurora | Amazon Aurora is a relational database service developed by AWS. |
Elastic Search | Elastic Search is a search and analytics service that is fully managed. |
Amazon RDS | Amazon RDS makes it easy to set up, operate, and scale a relational database in the AWS Cloud. |
Amazon Redshift | Amazon Redshift is a fast, scalable data warehouse that makes it simple and cost-effective to analyze large datasets. |
Azure Data Explorer | Azure Data Explorer is a fast, fully managed data analytics service for real-time analysis on large volumes of data. |
Azure Synapse Analytics | Azure Synapse Analytics is a cloud-based enterprise data warehouse service from Microsoft. |
CDATA | CDATA is a distributed, highly-scalable SQL database that can run anywhere. |
Google Cloud SQL | Google Cloud SQL is a managed database service that helps you set up, maintain, manage, and administer your relational databases. |
Google BigQuery | Google BigQuery is a fully managed, serverless data warehouse that enables scalable analysis over petabytes of data. |
InfluxDB | InfluxDB is an open-source time series database for recording metrics, events, and analytics. |
MariaDB | MariaDB is a community-developed fork of the MySQL relational database management system. |
Microsoft SQL | Microsoft SQL Server is a relational database management system developed by Microsoft. |
MySQL | MySQL is an open-source relational database management system. |
ClickHouse | ClickHouse is a columnar database management system for online analytical processing. |
Oracle | Oracle is a multi-model database management system produced and marketed by Oracle Corporation. |
PostgreSQL | PostgreSQL is a powerful, open-source object-relational database system. |
Presto | Presto is a high-performance, distributed SQL query engine for big data. |
Rockset | Rockset is a real-time indexing database service that enables fast analytics on real-time data. |
SingleStore | SingleStore is a cloud-native, distributed SQL database designed for data-intensive applications. |
Snowflake | Snowflake is a cloud data platform that provides a data warehouse-as-a-service designed for the cloud. |
SQLite | SQLite is a relational database management system contained in a C library. |
Microsoft SQL Server Analysis Services | Microsoft SQL Server Analysis Services is an analytical data engine used in decision support and business analytics. |
Data Connector | Description |
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ChartMogul | ChartMogul is a subscription data platform that helps businesses analyze and grow recurring revenue. |
Copper | Copper is a CRM platform that integrates with Google Workspace to help manage contacts, deals, emails, files, and more. |
Freshworks CRM | Freshworks CRM is a refreshingly new CRM that is packed with features to boost your sales team. |
Harvest | Harvest is a simple tool for time tracking and invoicing, designed to help teams track time efficiently. |
Keap | Keap is a comprehensive marketing and sales platform designed to help small businesses grow. |
Insightly | Insightly is a CRM solution designed to streamline business operations and grow relationships with customers. |
Keen | Keen is an analytics API platform that allows developers to add custom analytics into any application. |
Kissmetrics | Kissmetrics is a product and marketing analytics tool that helps grow your business through actionable insights. |
Microsoft Dynamics CRM Sales | Microsoft Dynamics CRM Sales is a tool to manage and enhance your customer relationships and sales processes. |
Microsoft Dynamics CRM Service | Microsoft Dynamics CRM Service helps improve customer service processes and customer satisfaction. |
Pipedrive | Pipedrive is a sales pipeline software designed to help businesses manage leads and deals efficiently. |
PipelineDeals | PipelineDeals combines sales engagement and CRM in one application, allowing easy organization, track, and sales management. |
Salesforce | Salesforce is a leading CRM platform providing businesses with the tools needed for effective customer relationship management. |
Salesforce Reports | Salesforce Reports allows you to gain insights from various aspects of your business, including sales and customer data. |
ServiceNow | ServiceNow is a cloud-based platform that automates enterprise IT operations, offering service management services. |
Zendesk | Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships. |
Zendesk Sell | Zendesk Sell is a sales force automation software designed to enhance productivity, processes, and pipeline visibility for sales teams. |
Zendesk Sunshine | Zendesk Sunshine is an open and flexible CRM platform native to AWS, enabling you to connect all customer data for complete context. |
Zendesk Support | Zendesk Support is a simple system for tracking, prioritizing, and solving customer support tickets. |
Zoho CRM | Zoho CRM is an online customer relationship management (CRM) system for managing your sales, marketing, and support in one platform. |
Data Connector | Description |
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CSV | Bring your CSV files into the Dashboard Designer and prepare dashboards to see the story that lives in your data. |
Excel | Bring your Excel files as Tables or Worksheets into the Dashboard Designer. Explore and play with your data, and prepare dashboards to see the story that lives in your data. |
JSON | The JSON data connector allows integration of JSON files to visualize and analyze data effectively in dashboards. |
XML | The XML data connector is used to import and manipulate XML files within the Dashboard Designer. |
EDI | Bring your EDI files into the Dashboard Designer and prepare dashboards to see the story that lives in your data. |
Parquet | The Parquet data connector allows for efficient processing of large datasets and is used for managing and analyzing data in a columnar storage format. |
Data Connector | Description |
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MongoDB | MongoDB is an open-source, cross-platform, document-oriented, NoSQL database. Connect with the Dashboard Designer and build dashboards to see the story that lives in your data. |
Quickbase | Quickbase is a no-code platform for building customizable business applications to improve operational agility. |
RavenDB | RavenDB is an open-source, cross-platform, document-oriented, and NoSQL database. Connect with the Dashboard Designer and build dashboards to see the story that lives in your data. |
Data Connector | Description |
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AppFolio | AppFolio property management software is trusted by thousands to get organized, efficient, and profitable. Automate and grow your business. The AppFolio connector allows you to access data from AppFolio databases within the Dashboard Designer. |
Data Connector | Description |
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Azure Blob | Azure Blob is a scalable object storage solution in Microsoft Azure used to store any kind of data. Connect with the Bold BI Dashboard Designer and extract rich data sets to build dashboards and see the story that lives in your data. |
Azure Tables | Azure Table storage is a service that stores structured NoSQL data in the cloud, providing a key/attribute store with a schemaless design. Connect with Bold BI Dashboard Cloud Designer to view the rows based on PartitionKey . |
Box | Box is a cloud content management and file-sharing service for businesses. Connect with the Bold BI Dashboard Designer and extract rich data sets to build dashboards and see the story that lives in your data. |
Commvault | Commvault is a data and information management software that helps companies protect, access, and use their data. |
Dropbox | Dropbox is a cloud storage service that enables users to store files online and sync them to their devices. |
Microsoft OneDrive | Microsoft OneDrive is a file hosting and synchronization service operated as part of the Office suite. Connect with the Bold BI Dashboard Designer and extract rich data sets to build dashboards and see the story that lives in your data. |
Microsoft SharePoint | Microsoft SharePoint is a web-based collaborative platform that integrates with Microsoft Office. |
Google Drive | Google Drive is a file storage and synchronization service developed by Google. |
Google Sheets | Google Sheets is a web-based spreadsheet application that allows you to create, update, and modify spreadsheets and share the data online in real-time. |
Data Connector | Description |
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Facebook gives you detailed analytics for your Facebook page, allowing insights over metrics such as page reach, followers, and audience. | |
Facebook Ads | Facebook Ads provides insights about posted ads and their audience, helping you target ads effectively and create relevant content. |
LinkedIn is a professional networking site that connects members for business relations, job searches, and client acquisition. | |
YouTube | YouTube is a video-sharing platform where users can watch, like, share, comment, and upload videos. |
Sendible | Sendible is a social media management tool that enhances the productivity of agencies and companies on social media. |
YouScan | YouScan is a social media monitoring tool powered by image recognition technology. It helps brands monitor their online presence. |
Data Connector | Description |
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ClubReady | ClubReady gives you everything you need to run your fitness business your way. |
Fitbit | Fitbit is a consumer electronics and fitness company that produces wearable technology devices measuring data such as steps walked, heart rate, sleep quality, and other fitness metrics. The Fitbit connector allows you to access data from the Fitbit database within the Dashboard Designer. |
Data Connector | Description |
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Lessonly | Lessonly is powerfully simple training software that helps teams learn, practice, and do better work. The Lessonly connector allows you to access data from Lessonly databases within the Dashboard Designer. |
Alma | Alma is a cloud-based school management solution catering to businesses of all sizes in the education industry. Schools and districts use Alma Student Information System (SIS) for comprehensive student information management including admissions, scheduling, and more. Connect with the Dashboard Designer to get insights on student performance and course management. |
Data Connector | Description |
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Ask Nicely | Ask Nicely is a customer feedback platform that uses Net Promoter Score to measure and improve customer satisfaction. |
Bitly | Bitly is a link management platform that helps prepare short URLs for websites. Connect with the Dashboard Designer to get insights into marketing metrics like top-performing links, top pages by clicks, and more. |
Campaign Monitor | Campaign Monitor is an email marketing tool that provides email marketing services to help grow your business. |
GoSquared | GoSquared provides real-time analytics, CRM, and marketing automation tools to enhance business growth and customer engagement. |
Google Analytics | Google Analytics is a service that offers statistics and analytical tools for SEO and marketing purposes. |
Google Analytics 4 | Google Analytics 4 is the next generation of Google Analytics, providing richer insights and improved reporting. |
Google Search Console | Google Search Console helps you monitor, maintain, and troubleshoot your site’s presence in Google Search results. |
Hubspot | HubSpot is a cloud-based CRM designed to offer various tools and features for marketing, sales, and customer service teams. Integrate HubSpot CRM with the Dashboard Designer to track the performance of your sales, marketing, and support. |
Mixpanel | Mixpanel helps analyze how visitors are engaging with your web and mobile applications to drive better business decisions. |
Nicereply | Nicereply is a customer satisfaction survey platform used to gather actionable feedback from your customers. |
Shopify | Shopify is an e-commerce platform for online stores and retail systems that offers various e-commerce tools for businesses. |
Wistia | Wistia is a video platform that helps businesses add videos to their website, providing detailed analytics and the ability to customize the video player. |
Google Ads | Google Ads is an online advertising platform where advertisers bid to display brief advertisements, service offerings, or product listings. |
GoHighLevel | GoHighLevel is a new-age marketing tool that consolidates the most useful marketing tools under a single umbrella. Use the Dashboard Designer to design dashboards with GoHighLevel campaigns, appointments, and tasks for better insights. |
Data Connector | Description |
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Amazon MWS | Amazon Marketplace Web Service (MWS) is an integrated web service API that helps Amazon sellers to programmatically exchange data on listings, orders, payments, and reports. |
Chargebee | Chargebee is a subscription management platform that powers end-to-end recurring billing with its fully automated SaaS billing solution. Bring your large ranges of data into the Dashboard Designer and perform detailed cohort analyses to take actionable insights and run business better. |
Chargify | Chargify simplifies recurring billing for SaaS businesses by handling customer subscriptions, and revenue. |
FreshBooks | FreshBooks is a cloud-based accounting software designed exclusively for small business owners and independent professionals to invoice clients, track time, and manage expenses. Connect with the Dashboard Designer to track your business income, expenses, and more. |
Staxbill | Staxbill automates and streamlines recurring billing, invoicing, and subscription management processes. |
QuickBooks Online | QuickBooks Online is an accounting software package developed for small and medium-sized businesses to manage sales, expenses, and more. |
QuickBooks Payments | QuickBooks Payments allows you to send invoices, accept payments, and manage all transactions directly from within the QuickBooks platform. |
Recurly | Recurly provides an enterprise-class subscription billing management platform that is reliable and flexible for businesses. |
Stripe | Stripe is a technology company that allows individuals and businesses to make and receive payments over the Internet, with tools to fight fraud and manage billing. |
SquareUp | Square helps millions of sellers run their businesses—from secure credit card processing to point-of-sale solutions. The Square connector allows you to access data square Zoom databases within the Dashboard Designer. |
TDengine | TDengine is a data platform designed for IoT, Big Data, and analytics, delivering high-performance data ingestion, processing, and monitoring. |
Xero | Xero is an online accounting software for small businesses, providing tools to manage business finances from anywhere. |
Zoho Invoice | Zoho Invoice is an online invoicing software for small businesses to craft quotes, invoice clients, and accept payments online. |
Zoho Books | Zoho Books is an online accounting system that manages your finances, ensures GST compliance, automates business workflows, and facilitates collaboration between departments. Connect with the Dashboard Designer to track your bills, invoice, reconcile your bank statements, oversee projects, and much more. |
Xero WorkflowMax | Xero WorkflowMax offers advanced reporting features for managing and tracking jobs, invoicing, and timesheets in integration with Xero accounting software. |
Data Connector | Description |
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Optimizely | Optimizely is a leading experimentation platform, empowering marketing and product teams to learn, test, and deploy winning digital experiences. |
Prometheus | Prometheus is an open-source systems monitoring and alerting toolkit that enables you to monitor and alert based on your system’s performance and health metrics. |
SEOmonitor | SEOmonitor brings a new and better way to measure and predict SEO performance. Connect with the Dashboard Designer to track your key SEO metrics and keyword analysis results. |
Data Connector | Description |
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WordPress | WordPress brings the power of building beautiful, secure, mobile, and SEO-friendly websites in a few simple steps. Connect with the Dashboard Designer to track your websites and blogs and their reach to your users. |
Data Connector | Description |
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Mailchimp | Mailchimp is an email marketing service that allows you to create beautiful campaigns, manage subscribers, and analyze campaign performance. |
SendGrid | SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. Connect with the Dashboard Designer to monitor and gain insights from your email marketing KPIs. |
SparkPost | SparkPost is an email delivery provider that empowers companies with actionable and real-time data to send relevant email to their customers. Connect with the Dashboard Designer to track the results of email deliverability, customer engagement, and performance insights. |
Data Connector | Description |
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Asana | Asana provides a leading work management platform that helps teams organize and plan workflows, projects, and more to keep the team’s work on schedule. Connect with the Dashboard Designer to monitor the team’s work efficiently. |
Azure DevOps | Azure DevOps provides a modern development ecosystem for developers to plan smarter, collaborate better, and ship products faster with a set of modern dev services. |
GitHub | GitHub is a platform for version control using Git. It’s used to host and collaborate on both open source and private projects. |
Gitlab | GitLab is a complete DevOps platform, delivered as a single application, providing features such as a Git repository manager, issue tracking, and CI/CD pipeline capabilities. |
Google Calendar | Google Calendar is a time-management and scheduling calendar service developed by Google. It allows users to create and edit events. |
Intervals | Intervals is a cloud-hosted time, task, and project management software with powerful reporting for businesses to learn exactly where all of their time is going. |
Jira | Jira is a proprietary issue tracking product developed by Atlassian that allows bug tracking and agile project management. |
Lighthouse | Lighthouse is a simple issue tracker that helps you collaborate on projects seamlessly. |
Microsoft Outlook Calendar | Microsoft Outlook Calendar is a time and scheduling component of Outlook that’s fully integrated with email, contacts, and other features. |
New Relic | New Relic is a software analytics and performance monitoring company helping you fine-tune your application performance. |
Nutshell | Nutshell is a sneaky powerful CRM and sales automation tool designed to help B2B teams work together to win more deals. |
ProofHub | ProofHub is an online project management software that helps teams to plan, collaborate, organize, and deliver projects on time. |
Podio | Podio is a customizable work management solution that simplifies team collaboration. |
Smartsheet | Smartsheet is a platform for work management and automation solutions that enable you to plan, track, automate, and report on work. |
Todoist | Todoist is a task management app to help you organize, plan, and collaborate on any project. |
Toggl | Toggl Track is a productivity tool with a simple time tracker with powerful reports that works across all your devices. |
Trello | Trello is a visual collaboration tool that creates a shared perspective on any project and organizes your tasks into boards. |
Zuora | Zuora is a subscription management platform designed for businesses wanting to build, manage, and grow recurring revenue at scale. |
Data Connector | Description |
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BoldDesk | BoldDesk is a cloud-based, modern help desk software for managing customer support, collaborating with teammates, automating repetitive tasks, and improving customer satisfaction. Connect with the Dashboard Designer to gain insights into your customer service and make informed decisions to improve your customer relationships. |
CallRail | CallRail provides call tracking and analytics to help businesses track and manage their marketing efforts and better understand the performance of their campaigns. |
Freshdesk | Freshdesk is an online cloud-based customer service software providing helpdesk support with smart automations to get things done faster. Integrate Freshdesk with the Dashboard Designer and you can pull key metrics and track performance insights. |
Freshservice | Freshservice modernizes IT and other business functions with a configurable IT service desk solution in the cloud. Connect with the Dashboard Designer to create dashboards that let you track various things like work completed summaries, customer satisfaction, and more. |
Help Scout | Help Scout offers a scalable help desk and can be a great choice for companies that want to deliver personalized customer support. |
LiveAgent | LiveAgent helps companies deliver great customer series. It was rated as the #1 help desk software for SMBs. Connect with the Dashboard Designer to gain key insights from LiveAgent to improve your customer services. |
Twilio | Twilio is a cloud communications platform that enables businesses to make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs. |
Data Connector | Description |
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42matters | 42matters is a data and app intelligence platform for mobile businesses. Connect with the Dashboard Designer to monitor and gain insights over app data to better build your business around mobile. |
Data Connector | Description |
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App Annie | App Annie is the standard in app analytics and app market data; it gives you an easy-to-use platform for running every stage of your app business. Connect with the Dashboard Designer to track your app statistics. |
Data Connector | Description |
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Alchemer | Alchemer is a powerful online survey platform that empowers organizations of all sizes to make better, faster, and informed decisions. Connect with the dashboard designer to track survey results, feedback, and make actionable decisions. |
SurveyMonkey | SurveyMonkey is a tool that allows users to create their own surveys using question format templates. The SurveyMonkey connector allows you to access data from SurveyMonkey databases within the dashboard designer. |
Data Connector | Description |
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Active Campaign | ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. Connect with the Dashboard Designer to gain insight into your email marketing efforts and campaigns to strengthen relationships with your customers. |
Data Connector | Description |
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Flurry | Flurry is a platform for analyzing consumer interactions with mobile applications and packages for marketers to advertise. Build a custom dashboard in the Dashboard Designer to measure and track activities across your app portfolio. |
Google AdSense | Google AdSense is a program that allows publishers to provide automatic advertisements targeted to site content and audience. Connect your Google AdSense account with the Dashboard Designer to track your advertisements easily. |
Data Connector | Description |
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Gravity Forms | Gravity Forms is a premium WordPress plugin that lets you create forms to place on your website. With this plugin, you can add contact forms, quizzes, and surveys to your website with ease. The Gravity Forms connector allows you to access data from Gravity Forms databases within the Dashboard Designer. |