Use Heartbeat as a Data Source

Resources

Data Source Type: REST/URL
Authentication: API Key Authentication
API Documentation: Contact Heartbeat service provider

Step-by-Step

Creating a data source using Heartbeat

To create a data source using Heartbeat, you need to accomplish three tasks:

  • Start the data source creation process.
  • Craft a query within Heartbeat.
  • Enter the query in Klipfolio.

Note: This guide assumes that you already have an active Heartbeat account.

Step 1: Start the data source creation process

To create a data source using Heartbeat, go to the New Data Source page in Klipfolio and select the REST/URL connector option.

Step 2: Craft a query within Heartbeat

To craft a query, you will need to:

  1. Contact a Heartbeat service provider for API documentation.
  2. Craft an API query according to Heartbeat documentation directions.

Step 3: Enter the query into Klipfolio 

Once you have completed your API request, copy and paste your URL into Klipfolio's REST/URL connector.

In the REST/URL connector, ensure that you:

  1. Copy and paste the URL from Heartbeat into Klipfolio.
  2. Expand the Data Format menu and select XML,CSV, Excel, or JSON.
  3. Expand the Method menu and select GET or POST.
  4. Expand the Authentication (OAuth, 2-Step, X-WSSE, or Basic) menu.
  5. Under Type, select the none option.

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