Connecting Bold BI to Intervals data source

The Bold BI dashboard designer supports connecting to Intervals web services through the REST API.

Choose Intervals data source

To configure the Intervals data source, follow the below 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 Intervals connection in the connection panel.

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

Choose data source

Create Intervals data source

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

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

Example: https://api.myintervals.com/project/
Select the 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 Intervals data source.
Choose a time interval for the Refresh Settings using the combo box, to periodically trigger the REST API request and keep the data in sync with our dashboard.
Select JSON data type in Data Format combo box.
Choose Basic HTTP Authentication under Authentication Type combo box.
Enter valid API key in Username text box, and leave Password field as empty.

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

How do I get API Key for connecting Intervals data source?

Login to Intervals account. Go to Profile -> My Account.
Find the Access Token under API Access tab.
Use this Access Token as <your_api_key> in Intervals data source in Bold BI Dashboard.
Click Generate Token, if you don’t have any valid Access Token.

Additional information

Refresh Settings	The period of time 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. If you do not want to sync your new data, choose 'Never'.
API Limits	Intervals API requests are limited to 100 requests per minute for a single IP. Daily API requests for a customer account is 6000.

Sample queries

Clients

https://api.myintervals.com/client/

Tasks

https://api.myintervals.com/task/

Invoices

https://api.myintervals.com/invoice/

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 Intervals Rest API request. This dialog displays a list of schemas in a 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 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 in the data source connection. You can now connect to the data source using custom attributes or dashboard parameters.

Custom Attribute

Custom