Create ConvertKit-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to ConvertKit data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to ConvertKit within Connect AI and creating visualizations using ConvertKit data in Klipfolio.

CData Connect AI offers a direct cloud-to-cloud interface for ConvertKit, enabling you to construct reports from real-time ConvertKit data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect AI efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to ConvertKit, harnessing server-side processing to swiftly retrieve the requested ConvertKit data data.

Configure ConvertKit Connectivity for Klipfolio

Connectivity to ConvertKit from Klipfolio is made possible through CData Connect AI. To work with ConvertKit data from Klipfolio, we start by creating and configuring a ConvertKit connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ConvertKit" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ConvertKit.

   Start by setting the Profile connection property to the location of the ConvertKit Profile on disk (e.g. C:\profiles\ConvertKit.apip). Next, set the ProfileSettings connection property to the connection string for ConvertKit (see below).

   ConvertKit API Profile Settings

   Navigate to Account Settings > Advanced > API in your ConvertKit account to find both your API Key and API Secret.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ConvertKit Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to ConvertKit data from Klipfolio.

Connect to ConvertKit from Klipfolio

The steps below outline connecting to CData Connect AI from Klipfolio to create a new ConvertKit data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., API1)
   • Driver: MS SQL
   • Username: a Connect AI user (e.g. [email protected])
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM Accounts )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
   
6. Click "Get data" to preview the ConvertKit data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to ConvertKit Data from Cloud Applications

Now you have a Metric built from live ConvertKit data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating ConvertKit data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI.