Create Printify-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to Printify data for visualizations, reports, and more. This article shows how to create a virtual database for Printify in Connect Server and build visualizations from Printify data in Klipfolio.

CData Connect Server provides a pure SQL Server interface for Printify, allowing you to easily build reports from live Printify data in Klipfolio — without replicating the data to a natively supported database. As you build visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Printify, leveraging server-side processing to quickly return the requested Printify data.

Create a Virtual SQL Server Database for Printify Data

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

1. Login to Connect Server and click Connections.
2. Select "Printify" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Printify.

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

   Printify API Profile Settings

   In order to authenticate to Printify, you'll need to provide your API Key. To get your API Key navigate to My Profile, then Connections. In the Connections section you will be able to generate your Personal Access Token (API Key) and set your Token Access Scopes. Personal Access Tokens are valid for one year. An expired Personal Access Token can be re-generated using the same steps after it expires. Set the API Key to your Personal Access Token in the ProfileSettings property to connect.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Printify data from Klipfolio.

Connect to Printify in Klipfolio

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

1. Open Klipfolio
2. Click in Data Feeds on the left panel to add a new data source.
3. Search for and select MS SQL as the Service.
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the SQL Server connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 1433
   • Database: your database (e.g., API1)
   • Driver: MS SQL
   • Username: your Connect Server username
   • Password: your Connect Server password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM Tags)
   • Select the checkbox to "Include column headers"
6. Click "Get data" to preview the Printify data before building a data model.

Build a Data Model

After retrieving the data, 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 data feed"

Create a Klip

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

1. Click "Add Metric"
2. Select a measure, placed on the y-axis, to track.
3. Select up to five dimensions/columns, for the x-axis, that you wish to visualize.
4. Click "Save metric"

SQL Access to Printify Data from Applications

Now you have a Klip built from live Printify 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 Printify data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.