How do I set up a custom data store?

Klipfolio stores some data types, such as file uploads and email data sources. However, for the most part, Klipfolio doesn't store data but, instead, retrieves it from wherever it is stored. You can choose to store your data on a local or remote server, but you must ensure the server is accessible via a public IP. Sometimes security restrictions require a custom data store to provide control over the data at rest.

A custom data store does not replace existing data storage and is not where your data in use should be stored. It is a separate server that is used to store your data at rest. Your existing data sources can be moved to and stored in your custom data store.

You will need to provide technical resources to set up a publicly accessible IP to the server and to create an API on the server which responds to GET/PUT and DELETE requests.

Note that setting up a custom data store takes time, API expertise, and internal detailed knowledge of your system. You will need to:

  • Write an API for Klipfolio to enable us to access your data
  • Determine how the API will interface with your data.

If you require a custom data store, please contact success@klipfolio.com. We will enable your account for this feature and provide you with the API details you will need when creating your custom data store.

Enabling and creating a custom data store

The first step in enabling and creating a custom data store is to contact success@klipfolio.com. Klipfolio's Success Team will enable your account for a custom data store and provide you with the API details you require for provisioning. Note that this feature incurs an additional monthly fee. 

Note: You must create some data sources before creating a custom data store.

Once this feature has been enabled for your account, you can create your custom data store.

To create a custom data store

  1. In Klipfolio's home page, click Account > Settings.
  2. Click Data Store.
  3. Next to Data Store, click Edit.
  4. In the Data Store window, select the check box to Save data in a custom data store.
  5. Enter an appropriate Description.
  6. Provide the Service Endpoint, by referring to the Custom Data Store API Guidelines shared with you by success@klipfolio.com.
  7. Enter an API Key.
  8. Click Save.
  9. Click Test Data Store to verify correct implementation.
  10. Reconfigure an existing data source to use the custom data store.