Connecting Bold BI to the Podio data source

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

Choose Podio data source

To configure the Podio data source, follow these steps:

1. Click on the Data Sources button in the configuration panel to add a new data connection.

2. Click CREATE NEW to launch a new connection from the connection panel.

3. Select the Podio 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 Podio

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

1. Click on the data source, and a login window will appear. Enter the credentials of your Podio account to authorize.
2. In the authorization window, click Allow to accept the scopes requested by Bold BI dashboards.

NOTE: If permission is denied, the account will not be accessible from the dashboard.

3. Provide a name to identify the account and click Next.

4. You have now successfully authorized your connection. Click Connect to continue with the data source connection.

5. To connect via an already connected account, refer to the Connected Accounts.

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

Connect to Podio

Create Podio data source

After successful authentication, the NEW DATA SOURCE configuration panel will open. Follow these steps to create a Podio data source.

1. Enter a name and description (optional) for the data source.
2. Click the API Endpoints down drop box and choose the required endpoint.
3. Click Custom Url to enter the URL manually. Refer to the Podio API documentation for more details.
4. Select the GET method for the REST API in the Method combo box.
5. 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.
6. Select JSON data type in Data Format combo box.
7. The authentication type will be set to Podio automatically since OAuth is used for authenticating with Podio account.

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

Additional information

Setting up the URL

1. For instance, to query about the specific notification, query the /notification endpoint.
2. From the listed information, you can get the ID of the specific notification.

Replace it in the URL to query a particular notification:

https://api.podio.com//notification/<:notification_id>

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

Sample queries

Get Conversations

https://api.podio.com/conversation

Get Batches

https://api.podio.com/batch

Get files

https://api.podio.com/file

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 Podio Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in the 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 the table from the tree view on the left pane and drop it onto the Query designer page.

• Click Save to save the data source with a relevant name.

Connected accounts for the 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.

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

To know more about Connected Accounts.

Related links

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough