How do I connect Klipfolio and Basecamp 2?

You can set up a connection between Klipfolio and your Basecamp 2 data to display your project management metrics on a dashboard.

This article includes:

What options do I have for visualizing my Basecamp 2 data?

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

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Basecamp 2 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 Basecamp 2 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.

  • Basecamp 2 pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.

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 from 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 Basecamp 2 data in Klipfolio.

How do I connect to Basecamp 2 data in Klipfolio?

When you connect your Basecamp 2 data to Klipfolio, you will be prompted to connect your Basecamp account by entering your username and password.

Doing so will create a token that enables Klipfolio to securely access your Basecamp 2 account. Your token looks like [email protected]. You can use and reuse the same token every time you connect to Basecamp 2.

Note: You manage your connections (tokens) to Basecamp 2 in Klipfolio under Connected Accounts in the Account section.

How do I add a Basecamp 2 pre-built data source?

To add a Basecamp 2 pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Basecamp 2 from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. If this is your first time connecting to Basecamp:
    • Click Connect an Account. Enter your Basecamp login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Basecamp data. Click Next Step.
  4. If you have connected with Basecamp before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  5. On the Configure Data Source page, select your Basecamp 2 Account ID and Project ID from the drop-down lists.
  6. 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.

If you clicked Switch to Custom settings:

  1. On the Configure 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 Pick a Data Request page.
  2. Click Get Resource.

How do I add Basecamp 2 pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Basecamp 2 pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Basecamp 2 data by clicking the menu in the Klip and selecting Connect your data.

How do I create a Basecamp 2 custom-built data source?

If you choose to create a Basecamp 2 custom-built data source, you will need to enter your Basecamp 2 Account ID and Project ID into specific spots in the query.

To find your Basecamp Account ID and Project ID:

  1. Log into your Basecamp account.
  2. In Basecamp, navigate to the URL at the top of the page and copy the Account ID.
  3. In Basecamp, select a project.
  4. Navigate to the URL and copy the Project ID.

  1. Save your Account ID and Project ID on your notepad. You will need them when creating pre-built and custom-built data sources.

To create a Basecamp 2 custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Basecamp 2 from the list.
  2. On the Pick a Data Request page, click Create a custom Basecamp 2 data source.
  3. If this is your first time connecting to Basecamp:
    • Click Connect an Account. Enter your Basecamp login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Basecamp data. Click Next Step.
  4. If you have connected with Basecamp before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  5. On the Configure Data Source page, adjust the Query URL information to replace any generic placeholder query information with your own. For example, replace <accountId> with your own Account ID. Refer to the Basecamp 2 API documentation if you need help.
  6. Click Get Resource.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create a Basecamp 2 data source from scratch?

You can choose to build a data source from scratch. 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 Basecamp 2 API documentation to discover more data requests.

When you are happy with your query, click Get Resource, and then save and name your new data source. You're now ready to use it to build a Basecamp 2 Klip.

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

API Documentation Basecamp 2 API documentation 

Authentication Method

OAuth Token Authentication
Response Format JSON

Date Format

Example date format:

start-timestamp={date.add(-90).format('epochTime')}

Sample Queries

For Basecamp Historical Follower Stats over the past 90 days:

https://api.Basecamp.com/v1/companies/your-company-id/historical-follow-statistics?format=json&time-granularity=day&start-timestamp={date.add(-90).format('epochTime')}000

How do I create a Basecamp 2 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!

Related Links