How to connect Caspio data source in Bold BI?

To connect Caspio to Bold BI and extract data for your dashboards, you can follow these steps:

1. Obtain the Client ID and Client Secret from Caspio:

   • Log in to your Caspio account.

   • Navigate to Access Permissions > Web Services Profiles.

   • Create a new profile or use an existing one to get your Client ID and Client Secret.

     

2. Get the Access Token using generic web API data source:

   • Open web API data source in Bold BI

   • Set up a new data source with the following settings to get the new token:

     • URL: https://c3acr820.caspio.com/oauth/token (replace with your Caspio account URL)
     • Method: POST
     • Raw Body:
       • grant_type=client_credentials&client_id=<:Your client id>&client_secret=<:your secret>

   • The created web API data source will have the access token field. Create a dashboard parameter with the field and save the data source.

     

The default expiry time for the Caspio token is 24 hours, so we have to schedule the data source refresh to obtain a new token every 24 hours.

3. Authorize API Calls in Bold BI:

   • In Bold BI, go to the data source creation page.

   • Select the Generic Web API connector.

   • Configure the data source settings to match the API endpoint you wish to connect to.

   • In the Headers, Use the API token that was stored in the dashboard parameter.

     • Authorization: Bearer <:Dashboard Parameter>

   • Click preview and connect and save the data source.

   • Now you can use this Caspio data source to design the dashboards

     

4. API Reference Documentation:

   • For detailed information on the API endpoints and available operations, refer to Caspio’s web services API documentation: Caspio Web Services API

Additional references

• Bold BI Dashboard parameters
• Bold BI Web API connector