Connecting Bold BI to Zendesk Sell data source

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

Choose Zendesk Sell data source

To configure the Zendesk Sell 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 Zendesk Sell 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 from server

Create Zendesk Sell data source

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

Enter a name and description (optional) for the data source.
Click the API Endpoints down drop box and choose the required endpoint.
Click Custom Url to enter the URL manually. Refer the Zendesk Sell API documentation for more details.
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 Zendesk Sell data source. This value is used to fetch the data from Zendesk Sell data source via pagination.
Replace your App Token in the headers (i.e Bearer ).
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.
Set Authentication type as None.

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

How do I get Access Token for Zendesk Sell?

To get your access token, follow the steps defined in Zendesk Sell Documentation

Access Token

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'.

Setting up the URL

Query the /leads endpoint.
From the listed information, get the ID of the specific lead.

Replace it in the URL to query a particular lead:

https://api.getbase.com/v2/leads/<:lead_id>

Sample queries

Orders

https://api.getbase.com/v2/orders

Retrieve all completed and related type tasks of specific resource type

https://api.getbase.com/v2/tasks?type=related&resource_type=leads&completed=true

Deal Sources

https://api.getbase.com/v2/deal_sources

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 Zendesk Sell 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