Connecting Bold BI to Campaign Monitor data source

Bold BI dashboard designer supports connecting Campaign Monitor web services through the REST API.

Choose Campaign Monitor data source

To configure the Campaign Monitor data source, follow the steps below:

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 Campaign Monitor connection in the connection panel.

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from the left menu panel and selecting Create Data Source from the data sources page.

Choose data source from server

Create Campaign Monitor data source

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

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

Example: https://<:your-domain>.createsend.com/api/v3.2/clients.json
Select GET method for the REST API in the Method combo box.
In Max Rows, enter the maximum number of rows to be fetched from the Campaign Monitor data source.
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 the Data Format combo box.
Choose Basic HTTP Authentication in the Authentication Type combo box.
Enter a valid Account Key and Password to access the endpoint in your account.

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

How do I get Account Key for connecting Campaign Monitor Data source?

Login to your Campaign Monitor account and go to Profile -> Account settings.
In the Account settings page, click API Keys.
Find your Account Key here. Click Generate API key if you don’t have an Account Key.

Reveal Account Key

Additional information

Refresh Settings

The period of time before the next refresh call is triggered. This will automatically trigger a call to 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’.

Sample queries

Billing details

https://myaccount.createsend.com/api/v3.2/billingdetails.json

Administrators

https://myaccount.createsend.com/api/v3.2/admins.json

Preview and data import

Click Preview & Connect to connect with the configurations that have been set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from the Campaign Monitor Rest API request. This dialog displays a list of schemas in a treeview and their corresponding values in a grid for preview. Select the required schema(s) from the treeview to use in the designer and click Connect.
Now, the data design view page with the selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.

Connect using custom attribute and dashboard parameter

We have added support for custom attributes and dashboard parameters to the data source connection. You can connect to the data source using custom attributes or dashboard parameters.

Custom Attribute

Custom