Connecting Bold BI to GoHighLevel data source

The Bold BI dashboard designer supports connecting to GoHighLevel web services using the REST API.

Choose GoHighLevel data source

To configure the GoHighLevel data source, follow these steps:

Click on 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 GoHighLevel connection in the connection panel.

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

Authentication with GoHighLevel

To authenticate with the GoHighLevel web service, follow these steps:

Click on the data source, which will prompt a login window. Enter the credentials of your GoHighLevel account to authorize.
Click Allow in the authorization window to accept the scopes requested by the Bold BI dashboards.

NOTE: If permission is denied, the account will not be accessible from the dashboard.
Provide a name to identify the account and click Next.
You have now successfully authorized your connection. Click Connect to continue with the data source connection.
To connect using an already connected account, refer to the Connected Accounts.

NOTE: To connect with a new account click Connect New Account.

Create a GoHighLevel data source

Once you click on the data source, the NEW DATA SOURCE configuration panel will open. Follow these steps to create a GoHighLevel data source.

Enter the name and description (optional) for the data source.
Click the Resources dropdown box and choose the required endpoint.
Click the Custom Url to enter the URL manually. Refer to the GoHighLevel API documentation for more details.
Select the GET method for the REST API in the Method combo box.
In the Max Rows, enter the maximum number of rows fetched from the GoHighLevel data source. This value is used to bring the data from the GoHighLevel data source using pagination.
Choose a time interval for the Refresh Settings using the combo box to periodically trigger the Rest API request to keep the data in sync with your dashboard.
Select the JSON data type in the Data Format combo box.
The authentication type will automatically be set to the GoHighLevel since OAuth is used for authenticating with the GoHighLevel account.

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

Additional information

Max Rows	Most REST APIs only return a small amount of data on a single API request. To retrieve the necessary data, you can set a value in this field. Pagination is handled internally and will fetch the required amount of data.
Refresh Settings	A period will pass before the 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

For instance, to get calendar resource details, use the following resource.

https://services.leadconnectorhq.com/calendars/?locationId=<:locationId>

Sample queries

All Pipelines

https://services.leadconnectorhq.com/opportunities/pipelines/?locationId=<:locationId>

All Campagins

https://services.leadconnectorhq.com/campaigns/?locationId=<:locationId>

Preview and data import

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

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with a web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.

OAuth

You can edit, delete, and re-authorize this account from the Connected Accounts page.

Manage Accounts

Steps to generate Client ID and Secret.

Go to GoHighLevel Developer Console.
Select the list of marketing applications by first logging into your account with your credentials.

Data source preview 3. Click on the create App button. 4. Click on the Create App button. Enter the application name and select whether the application type is private or public. To access your account in Bold BI, choose public and click on the Save button. 5. After creating the application, you must provide the scope by clicking on the add button in the scope category. Data source preview 6. Add the redirect URL to access the application in Bold BI.

Please refer to the following syntax for the redirect URL and ensure it is configured correctly. Any errors in the redirect URLs will impact its connectivity with BoldBI.

For example:`<portocal>://<hostname:port>/bi/designer/v1.0/oauth/agent`

Data source preview 7. To generate the client ID and secrets for your account, click on the add button in the client keys section and provide a name. This will generate the client ID and secret.