Integrating SageOne with Bold BI for Enhanced Data Visualization
1. Log into Bold BI: Start by logging into your Bold BI account.
2. Access Data Sources: Navigate to the 'Data Sources' and Click on the 'Create a Data Source' option to initiate the process.
3. Search for WEB API Connector: Look for the generic WEB API connector in the list of available data connectors.
4. Configure the Endpoint: In the URL field, enter the endpoint URL you wish to connect to in Bold BI. Include your API key within the URL. The steps for acquiring the API key can be located here.
5. Set Authentication Type: Change the Authentication Type to 'Basic' and provide the necessary username and password credentials.
6. Establish Connection: Click the 'Connect' button, and a data preview window will appear. Click 'Connect' again to proceed.
7. Design Data Source: Once connected, the data source designer page will open. Here, you can drag and drop the table.
8. Save Data Source: After configuring the data source, make sure to save it.
9. Create Dashboards: With the data source now saved, you can use it to create and customize dashboards within Bold BI.
By following these steps, you can successfully integrate SageOne with Bold BI, enabling you to visualize and analyze your financial data more effectively.
Additional References:
- [SageOne API Endpoint Documentation](SageOne API Documentation)
- [Bold BI WEB API Connector](Bold BI WEB API Connector Documentation)
