How do I connect Klipfolio and Versature?

You can set up a connection between Klipfolio and your Versature data to display your call analytics on a dashboard.

This article includes:

What options do I have for visualizing my Versature 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.

  • Versature 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 Versature 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 Versature data in Klipfolio.

How do I connect to Versature data in Klipfolio?

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

Doing so will create a token that enables Klipfolio to securely access your Versature account. Your token looks like George@Versature. You can use and reuse the same token every time you connect to Versature.

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

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

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

      1. Navigate to the Service Connectors page in Klipfolio and choose Versature 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 Versature data source.
      3. If this is your first time connecting to Versature:
        • Click Connect an Account. Enter your Versature login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Versature data. Click Next Step.
      4. If you have connected to Versature before:
        • Select an existing connection (token) from the drop-down list and click Next Step.
      5. If you are creating a custom-built data source, edit the Query URL further to return the data you need. We have auto-populated the Header parameter for you under Query Parameters. If you are an experienced user, you can optionally select Query or Cookiefrom the drop-down list under Type to use different parameters. Refer to the Versature API documentation for details.

  1. Click Submit.

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 Versature 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 Versature 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 Versature Klip.

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

API Documentation Versature API documentation

Authentication Method

OAuth Token Authentication
Response Format JSON

API Limits and Notes

Max value 1000

Default value 20

Date Format

Example date format:

YYYY-MM-DDTHH:MM:SS-00:00

Sample Query

Call Queue Stats:

https://integrate.versature.com/api/call_queues/stats/?start_date=YYYY-MM-DDT00:00:00-00:00&end_date=YYYY-MM-DDT00:00:00-00:00

How do I create a Versature 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!

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