Klipfolio is a cloud-based business intelligence (BI) and dashboard platform that allows organizations to visualize and monitor key performance indicators (KPIs) and metrics in real-time. It enables users to connect to various data sources, create dynamic dashboards, and generate visual reports, providing insights into business performance and facilitating data-driven decision-making.
With this destination, Dataddo stores the flow's data and Klipfolio pulls it in for reporting.
Authorize Connection to Klipfolio
Authorize the connection so Dataddo can expose the data to Klipfolio:
| Field | Description |
|---|---|
| A name for this authorizer in Dataddo | A label so you can recognize the connection later. |
| Dataddo token | Select the dataddo token to be used for this authorizer. This token will be used when querying Dataddo API. |
Dataddo validates the connection when you save it.
Create a Klipfolio Destination
Go to Destinations, click Create Destination, and select Klipfolio. Give the destination a name, choose the authorizer, and click Save.
Connect Klipfolio to Dataddo
Dataddo keeps the flow's data ready for Klipfolio to read. In Klipfolio, add a new data source that points to the Dataddo destination you created, using the credentials from the authorizer above. Klipfolio then loads the data and refreshes it on its own schedule.
How to Create a Flow to Klipfolio
- Go to Flows and click Create Flow.
- Add one or more sources.
- Add Klipfolio as the destination and pick the authorizer.
- Set the schedule and click Save.
- Open Klipfolio and connect to the data as described above.
Troubleshooting
Klipfolio shows no data
The flow has not run yet, or Klipfolio points at the wrong connection. Run the flow once, then confirm the connection details in Klipfolio match the authorizer.
Cannot connect from Klipfolio
Reauthorize the connection in Dataddo and re-enter the credentials in Klipfolio.