Connecting Zoom to Bold BI Using Web API Connector

Zoom is a leading video conferencing platform that enables users to host virtual meetings, webinars, and collaborate remotely. Bold BI allows you to integrate Zoom data into interactive dashboards, helping you visualize key metrics such as meeting statistics, participant engagement, and usage trends.

This guide walks you through the process of connecting your Zoom account to Bold BI using the Web API connector and Zoom’s Server-to-Server OAuth App for secure authentication.

Prerequisites

Before connecting Zoom to Bold BI, ensure the following steps are completed in your Zoom account:

Create a Server-to-Server OAuth App: This app provides the necessary credentials (Client ID, Client Secret, and Account ID) to authenticate API requests securely.
Enable Required API Scopes: Define the permissions Bold BI will need to access your Zoom data. Common scopes include:
- report:read:admin – for accessing reports
- meeting:read:admin – for retrieving meeting details
Retrieve API Credentials: After creating the app, note down the Client ID, Client Secret, and Account ID. These will be used to generate an access token for API communication.

Once the prerequisites are met, you can proceed with configuring the connection in Bold BI. Follow the steps in the Bold BI interface to input the API credentials and set up the connection to your Zoom account.

Steps to Create a Server-to-Server OAuth App in Zoom

Step 1: Log in to Zoom App Marketplace

Go to Zoom App Marketplace and log in.

Step 2: Navigate to App Creation

Go to Develop > Build App

Select Server-to-Server OAuth and click Create.

Step 3: Fill in App Details

Provide:
- App Name
- Description
- Company Name
- Developer Contact Name & Email

Step 4: Note App Credentials

In the App Credentials section, copy:
- Account ID
- Client ID
- Client Secret

Step 5: Add API Scopes

Click Add Scopes and select:
- report:read:admin
- meeting:read:admin

Step 6: Activate the App

Click Activate to enable the app.

Steps to Generate Access Token in Bold BI

Step 1: Navigate to Web API Connector

Log in to Bold BI
Go to Data Sources > Create > Web API

Step 2: Prepare API Request

Use the following details to generate the token:
- Method: POST
- URL: https://zoom.us/oauth/token?grant_type=account_credentials&account_id=YOUR_ACCOUNT_ID

Step 3: Authentication

Type: Basic Auth
Username: YOUR_CLIENT_ID
Password: YOUR_CLIENT_SECRET
Click Connect

Step 4: Retrieve Access Token

You will retrieve the Access Token as shown in the response.

Step 5: Configure Dashboard Parameter

Create a Dashboard parameter to pass the access token dynamically to the Zoom Web API data source in next section.

Steps to Configure Zoom API in Bold BI Web API Data Source

To test listing all the meetings scheduled by a user:

Steps 1: Create another Web API

Steps 2: Configure the API Request:

API URL: https://api.zoom.us/v2/users/{userId}/meetings
Request Type: GET
Headers:
- Key: Authorization
- Value: Bearer {token} i.e. Copy and paste the access token which we generated earlier passing Client ID and Client Secret.