Connecting Bold BI to the Sendible data source

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

Choose Sendible data source

To configure the Sendible 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 Sendible 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.

Choose data source from server

Create a Sendible data source

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

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

Example: https://api.sendible.com/api/v2/profile
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 Sendible data source. This value is used to fetch the data from the Sendible data source using the pagination.
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 Data Format combo box.
Choose Basic HTTP Authentication in Authentication Type combo box.
Enter a valid User Name and Password to access the endpoint in your account.

Data source preview

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

Additional information

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

Sample queries

Contacts

https://api.sendible.com/api/v2/contacts.json?

Service

https://api.sendible.com/api/v2/service_types.json

Company

https://api.sendible.com/api/v2/company.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 Sendible 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.

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