How do I connect Klipfolio and Influitive?

You can set up a connection between Klipfolio® and your Influitive data to display your advocate marketing metrics on a dashboard.

This article includes:

What options do I have for visualizing my Influitive 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.

  • Influitive 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 Influitive 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 Influitive data in Klipfolio.

How do I connect to Influitive data in Klipfolio?

To connect your Influitive data to Klipfolio, you will need your Influitive API Token and Hub name.

To get the right data from Influitive, you use your Influitive API Token and Hub name in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Influitive API Token and Hub name?

To find your Influitive API Token:

  1. Log in to your Influitive site.
  2. At the top right, click the Gear icon.
  3. Click Integrations.
  4. At Influitive API, click Manage.
  5. From the Setup tab, copy your API Token.

To find your Influitive Hub name:

  • Your Influitive Hub name can be found in the URL of your Influitive site. It is the first part of your Influitive web address (yourHubName.influitive.com).

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

To add an Influitive pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Influitive from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. On the Configure Data Source page, enter your Influitive API Token and Hub name.
  4. Click Submit 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 Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

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

To create an Influitive custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Influitive from the list.
  2. On the Pick a Data Request page, click Create a custom Influitive data source.
  3. Adjust the Query URL information, as noted on the Configure Data Source page, to replace any generic placeholder query information with your own.
    For example, replace <yourHubName> with your own Hub name.
  4. Edit the Query URL to return the data you need. Refer to the Influitive API documentation for details.
  5. Under Query Parameters, at Parameters > Value, replace the <yourApiKey> placeholder with your API Token.
  6. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

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 an Influitive 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 Influitive API documentation to discover more data requests.

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

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

API Documentation Influitive API documentation

Authentication Method

API Key Authentication
Response Format JSON
Sample Queries

To get all challenges that need approval:

https://<yourHubName>.influitive.com:443/api/approvals

To get a list of events:

https://<yourHubName>.influitive.com:443/api/events

How do I create an Influitive 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

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