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Get the Report →Connect to Klaviyo Data in RunMyProcess through Connect Server
Use CData Connect Server to create an OData API for Klaviyo and connect to Klaviyo data in Akorbi Digital RunMyProcess.
Akorbi Digital RunMyProcess makes it easy to create applications for complex business processes, such as budget application and contract management. CData Connect creates a virtual database for Klaviyo and can be used to generate an OData API (natively consumable in RunMyProcess) for Klaviyo. By pairing RunMyProcess with the CData Connect Server, you get direct connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect Server from RunMyProcess as you would any other REST service and get instant, live access to your Klaviyo data.
In this article, we walk through connecting to Klaviyo from CData Connect and accessing Klaviyo data through an OData feed in RunMyProcess.
Configuring Connect Server
To work with live Klaviyo data in RunMyProcess, we need to connect to Klaviyo from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Klaviyo data.
Add a Connect Server User
Create a User to connect to Klaviyo from RunMyProcess through Connect Server.
- Click Users -> Add
- Configure a User
- Click Save Changes and make note of the Authtoken for the new user
Connect to Klaviyo from Connect Server
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open Connect Server and click Connections
- Select "Klaviyo" from Available Data Sources
- Enter the necessary authentication properties to connect to Klaviyo
Start by setting the Profile connection property to the location of the Klaviyo Profile on disk (e.g. C:\profiles\Klaviyo.apip). Next, set the ProfileSettings connection property to the connection string for Klaviyo (see below).
Klaviyo API Profile Settings
To authenticate to Klaviyo, you will needto provide an API Key. You can generate or view your API keys under 'My Account' > 'Setting' > 'API Key' > 'Create API Key'. Set the API Key to your Klaviyo Key in the ProfileSettings connection property.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for RunMyProcess).
Add Klaviyo OData Endpoints in Connect Server
After connecting to Klaviyo, create OData Endpoints for the desired table(s).
- Click OData -> Tables -> Add Tables
- Select the Klaviyo database
- Select the table(s) you wish to work with and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple domains from an application, such as Ajax, you might violate the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Sample URLs for OData Feeds
Once you have configured a connection to Klaviyo, created a user, and created OData endpoints in Connect Server, you can access OData feeds for Klaviyo data. Below, you will see the URLs to access tables and the list of tables. For information on accessing the tables, you can navigate to the API page for Connect Server (click the API link on the top right of Connect Server Web page). For the URLs, you will need the URL of Connect Server, likely in the form: CONNECT_SERVER_URL/. Since we are working with Angular, we will append the @json parameter to the end of URLs that do not return JSON data by default.
Table | URL | |
---|---|---|
Entity (table) List | CONNECT_SERVER_URL/api.rsc/ | |
Metadata for table Campaigns | CONNECT_SERVER_URL/api.rsc/Campaigns/$metadata?@json | |
Campaigns | CONNECT_SERVER_URL/api.rsc/API_Campaigns |
As with standard OData feeds, if you wish to limit the fields returned, you can add a $select parameter to the query, along with other standard OData URL parameters, such as $filter, $orderby, $skip, and $top. See the help documentation for more information on supported OData queries.
Retrieve Klaviyo Data from RunMyProcess DigitalSuite Studio
With the connection to Klaviyo and OData endpoints created, we are ready to add Klaviyo data to RunMyProcess for retrieval.
Create a Provider
- Log into RunMyProcess and open DigitalSuite Studio.
- Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
- Click the + (New Provider) button to create a new provider, choose the project to use, then click Confirm.
- In the provider settings page, configure the following properties.
- URL:Set the OData endpoint in the CData Connect Endpoints page.e.g. CONNECT_SERVER_URL/api.rsc/
- Authentication Schema:Select Login/Password.
- Login:Specify the CData Connect User name configured above.
- Password:Specify the Authtoken of the user.
- Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
- Click Save to save the properties.
Retrieve Klaviyo Data by Creating a Connector
- In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
- In the following page, set Connector URL to the OData endpoint configured in Connect Server.e.g. odataendpoint/
- Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.
More Information & Free Trial
Now, you have created a provider and connector to retrieve Klaviyo data. For more information on creating OData feeds from Klaviyo (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Klaviyo data in RunMyProcess.