Analyze Klaviyo Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Server and Klaviyo Connector to build dynamic dashboards from live Klaviyo data. The CData Connect Server creates a virtual database for Klaviyo and can be used to generate an OData API (natively consumable in Reveal) for Klaviyo. In this article, we walk through connecting to Klaviyo in Connect Server and connecting to Connect Server from Infragistics Reveal to create a simple dashboard.

Add a Connect Server User

Create a User to connect to Klaviyo from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. 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.

1. Open Connect Server and click Connections
2. Select "Klaviyo" from Available Data Sources
3. 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.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Klaviyo OData Endpoints in Connect Server

After connecting to Klaviyo, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Klaviyo database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating 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.

Create a Dashboard in Reveal

With Connect Server configured, we can visualize Klaviyo data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the Connect Server API endpoint URL (found in API -> Discovery -> Base URL), for example: CONNECT_SERVER_URL/api.rsc
4. Select Generic Credentials and specify the Connect Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Klaviyo data. For more information on creating OData feeds from Klaviyo (and more than 150 other sources), visit the Connect Server page. Download a free, 30-day trial and start working live Klaviyo data in tools that consume OData APIs.