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Integrating SurveyMonkey with Bold BI using Web Connector

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Integrating SurveyMonkey with Bold BI using Access Tokens

Integrating SurveyMonkey with Bold BI allows you to visualize and analyze survey data effectively. This article will help you in acquiring a SurveyMonkey API token and establishing a connection with Bold BI using the Web API Connector.

Obtaining a SurveyMonkey API Token

To get started with the SurveyMonkey API, you need to create an app and obtain an access token:

  1. Navigate to the SurveyMonkey Developer My Apps page: SurveyMonkey Developer Apps.

surveyMonkeyAppCreation.png

  1. Click on “Add a New App.” Provide the necessary details such as the App Nickname and App Creator. Choose “Public” for the App Type, and then click “Create App.”

survey_Monkey.png

  1. Once the app is created, go to the “Settings” tab. Ensure that you mark the required scopes as necessary for your app’s functionality and click “Update Scope.”

surveyMonkeyScope.png

  1. After updating the scope, you will be able to copy the access token that is generated for your app.

SurveyMonkeyToken.png

Connecting to the SurveyMonkey API in Bold BI

After obtaining your access token, you can connect to the SurveyMonkey API in Bold BI:

  1. In Bold BI, click on “Create data source” from the data sources section.

Datasource.png

  1. Look for the Web API option by searching the web and select it.

WebAPIConnector.png

  1. Enter a name for your data source and the appropriate validation URL.

  2. In the Header section, include the access token as follows:

    Key: Authorization
    Value: Bearer <access_token>
    

    Replace <access_token> with the actual token you obtained from SurveyMonkey.

DatasourceFinal.png

Pagination

When dealing with large datasets, pagination may be necessary to retrieve all the data. Ensure that you configure the pagination settings according to the SurveyMonkey API documentation to handle multiple pages of data.

Pagination.png

In Bold BI, a specific data connector is provided for SurveyMonkey. If you encounter permission issues from your Shopify plan, you can use the Web connector as an alternative solution.

By following these steps, you should be able to successfully integrate SurveyMonkey with Bold BI and start leveraging your survey data for better insights and decision-making.

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Written by Siranjeevi Murugan
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