How do I connect Klipfolio and

You can set up a connection between Klipfolio and your data to display your help desk metrics on a dashboard.

This article includes:

What options do I have for visualizing my 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.

  • 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 data and are found on the Service Connectors page, available from this link or from the Library. 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 the Library.

  • 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 Library 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 data in Klipfolio.

How do I connect to data in Klipfolio?

To connect your data to Klipfolio, you will need your username and password as well as your site name.

To get the right data from, you use your site name in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my site name?

To find your site name:

  1. Log into your account.
  2. Your site name can be found in the URL at the top of the page in this location: https://<yoursite>
  3. Use your site name in your query in Klipfolio.

How do I add a pre-built or custom-built data source?

To add a pre-built or custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page. Alternatively, if you want to create a custom-built data source, click Create a custom data source.
  3. Enter your username and password and click Next Step.
  4. Adjust the Query URL information, as noted on the Configure Data Source page, to replace any generic placeholder data with your own.
  5. If you are creating a custom-built data source, edit the Query URL further to return the data you need. Refer to the API documentation for details.
  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 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 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 Klip.

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

API Documentation API documentation

Authentication Method

Basic HTTP Authentication
Response Format JSON

Date Format

If you selected Create a Custom Data Source and not a pre-built query from the list, you will need to set up a POST request to get data with a date range.
To get started:

  1. At Query URL enter the base URL of your query.
  2. At Method, select POST.
  3. At Body, enter your Body parameter using fields and dimensions that correspond to your base URL.

Here is a body parameter that you can use to get you started. Refer to API documentation to learn more.

Example POST request body parameter with date format:

"fields": ["field1", "field2"],
"dimension1": "dimension1",
"time": {
"min": "{date.add(-30).format('yyyy-MM-dd')}",
"max": "{'yyyy-MM-dd')}",
"window_size": "none"

To see how the query parameters is configured in Klipfolio, see this screenshot.

Sample Queries

For a list of pending cases:

Endpoint URL:

For a list of new high priority cases:

Endpoint URL:

How do I create a custom Klip?

You create custom Klips from either your Library 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!

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