Connecting Bold BI to Todoist data source

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

Choose Todoist data source

To configure the Todoist 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 Todoist 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

Authentication with Todoist

Use the following steps to authenticate with the Todoist web service:

Click on the data source, which will prompt a login window. Enter the credentials of your Todoist account to authorize.
Click on Allow in the authorization window to accept the scopes requested by 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 existing connected account, refer Connected Accounts.

NOTE: If you need to connect to another account click on Connect New Account.

Connect to Todoist

Create Todoist data source

After successful authentication, the NEW DATA SOURCE configuration panel will open. Follow the below steps to create Todoist data source.

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

Example: https://developer.todoist.com/sync/v8/
Select the POST method for the REST API in Method combo box.
Choose either Parameter(s) or Raw under Request Body. Set resource_types as key and one of the Todoist Sync API resource types as its value. e.g. items, labels, projects, day_orders, collaborators, etc.
In Max Rows, enter the maximum number of rows to be fetched from the Todoist data source. This value is used to fetch the data from Todoist data source via pagination.
Select a time interval for 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 the Data Format combo box.
The authentication type will be automatically set to Todoist since OAuth is used for authenticating with a Todoist account.

You can also edit the connection information set here 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

All Sync API requests use the same endpoint URL. To retrieve your user resources, make a Sync API request with the resource_types specified in the Request Body.

Retrieve items of Sync API

resource_types: “items”

Retrieve all resource types

resource_types: “all”

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 Todoist 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.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with the 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