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How do I create iFormBuilder data sources?

Updated

You can set up a connection between Klipfolio® Klips and your iFormBuilder data to display your form data on a dashboard.

This article includes:

What options do I have for visualizing my iFormBuilder data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

Take advantage of our pre-built data sources to gather the data most meaningful to you.

  • iFormBuilder pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips™ and adding them to your dashboard). Our pre-built data sources focus on the most sought-after iFormBuilder data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to iFormBuilder data in Klipfolio.

How do I connect to iFormBuilder data in Klipfolio?

When you connect your iFormBuilder data to Klipfolio, you will be prompted to connect your iFormBuilder account by entering your username and password.

Doing so creates a connection that enables Klipfolio to securely access your iFormBuilder account. By default, your connection name looks like this: yourname@iFormBuilder<date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections.

You can use and reuse the same account connection every time you connect to iFormBuilder. If you have trouble accessing an existing connection, your OAuth token may have expired. Go here for troubleshooting tips.

To connect your iFormBuilder data to Klipfolio, you will need your server name, and in some cases, a Profile ID or Page ID.

How do I find my Server Name, Profile ID, and Page ID?

To find your Server Name, Profile ID and Page ID:

  1. Log in to your iFormBuilder account.
  2. To find your Server Name (1),
    • Navigate to the address bar. Your Server Name is the first part of your URL (see the image below).
  3. To find your Profile ID (2),
    • At the top right, your Profile ID is in this format: Profile [your-profile-id].
  4. To find your Page ID (3),
    • Ensure that you are on the Data tab where there is a list of forms.
    • The column ID, contains the Page ID of each form.

How do I add an iFormBuilder pre-built data source?

To add an iFormBuilder pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose iFormBuilder from the list.
  2. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
  3. Enter your Server Name and click Continue.
  4. If this is your first time connecting to iFormBuilder:
    • Click Connect an account. Enter your iFormBuilder login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your iFormBuilder data. Click Continue.
  5. If you have connected with iFormBuilder before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  6. On the Configure your data source page, where applicable, enter a Profile ID.
  7. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
  8. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources.
  9. Click Continue.
  10. Name, choose refresh settings, and, optionally, share your data source.
  11. Click Save.

If you clicked Switch to Custom settings:

  1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
  2. Click Get data.
  3. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources.
  4. Click Continue.
  5. Name, choose refresh settings, and, optionally, share your data source.
  6. Click Save.

How do I create an iFormBuilder custom-built data source?

To create an iFormBuilder custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose iFormBuilder from the list.
  2. On the Choose a pre-built or custom connection page, click Create a custom iFormBuilder data source.
  3. Enter your Server Name and click Continue.
  4. If this is your first time connecting to iFormBuilder:
    • Click Connect an account. Enter your iFormBuilder login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your iFormBuilder data. Click Continue.
  5. If you have connected with iFormBuilder before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  6. Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder query information with your own.
    For example, replace <yourServerName> with your iFormBuilder Server Name.
  7. Edit the Query URL to return the data you need. Refer to the iFormBuilder API documentation for details.
  8. Click Get data.
  9. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources.
  10. Click Continue.
  11. Name, choose refresh settings, and, optionally, share your data source.
  12. Click Save.

How do I create an iFormBuilder custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

More about iFormBuilder's API and queries

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the iFormBuilder API documentation to discover more data requests.

See the reference table below for API related information and sample queries.

API Documentation iFormBuilder API documentation
Authentication Method OAuth Token Authentication
Response Format JSON
Sample Queries

For a list of page record assignments:

https://server-name.iformbuilder.com/exzact/api/v60/profiles/profile-ID/pages/page-ID/record_assignments

For a list of users:

https://server-name.iformbuilder.com/exzact/api/v60/profiles/profile_id/users?

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