Overview

This article outlines the steps to connect Freshservice’s scheduled data export to Bold BI using the Web Data Source connector. By following these steps, you can automate the data refresh and keep your dashboards updated at regular intervals.

Prerequisites

• A configured scheduled data export in Freshservice. For guidance on this, refer to the Scheduled Data Export article.

Steps to Connect Freshservice Export Data

1. Open Bold BI Designer

   • Navigate to your Bold BI instance and open the dashboard designer.

2. Add a New Data Source

   • Click on Data Sources → New Data Source → Web Data Source.

3. Configure the Web Data Source

   • URL: Paste the CSV export URL copied from Freshservice. For example:

     https://<your domain>/api/v2/analytics/export?id=<>
     

   
   • Method: Select Get.
   • Headers:
     • Authorization: Basic <use your Base64-encoded API key>
       • Note: Freshservice requires Basic Authentication for API access. Convert your API key to a Base64-encoded string.
     • Accept: */*
   • Data Format: Select CSV.
   • Mode: Select Extract.

• Data Preview:

4. Set Refresh Interval

   • After saving the data source, navigate to Data Refresh Settings.
   • Configure the refresh interval according to your needs (e.g., every hour) to keep your dashboard up to date.

5. Design Your Dashboard

   • Utilize the extracted data to create charts, tables, and KPIs in your dashboard.
   • Refer to the dashboard screenshot for design inspiration.

This setup allows for seamless integration of Freshservice’s scheduled CSV export into Bold BI, ensuring that your dashboards remain current with minimal manual intervention.

Additional References

• Bold BI Documentation
• Data Refresh Settings