Analyze Pipeline CRM Data in Infragistics Reveal

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of Pipeline CRM data and visualize live Pipeline CRM data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Pipeline CRM data. The CData API Server generates an OData API for Pipeline CRM, which is natively consumable in Reveal. In this article, we walk through connecting to Pipeline CRM in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Pipeline CRM from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection Adding a connection
  2. Select "Pipeline CRM" Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to Pipeline CRM.

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

    Pipeline CRM API Profile Settings

    Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

    Configuring a connection (Salesforce is shown).

Add Pipeline CRM Resource Definitions in API Server

After connecting to Pipeline CRM, create Resources, which represent API endpoints for Pipeline CRM data.

  1. Click Settings -> Resources -> Add Resource Adding a new resource
  2. Select the Pipeline CRM connection Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to Pipeline CRM from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Pipeline CRM Connection and Resource(s) Creating a new user
API Server users

(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 Settings -> Server.

  • 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.

Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize Pipeline CRM data in Reveal.

  1. Log into Reveal and click Dashboards -> New Adding a new dashboard
  2. Click Data Source -> OData Feed Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token Configuring the credentials
  5. Select the entity you wish to visualize Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

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

Ready to get started?

Learn more or sign up for a free trial:

CData API Server

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