Create Drift-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to Drift data for visualizations, reports, and more. This article shows how to create a virtual database for Drift in Connect Server and build visualizations from Drift data in Klipfolio.

CData Connect Server provides a pure SQL Server interface for Drift, allowing you to easily build reports from live Drift data in Klipfolio — without replicating the data to a natively supported database. As you build visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Drift, leveraging server-side processing to quickly return the requested Drift data.

Create a Virtual SQL Server Database for Drift Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Drift" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Drift.

   Start by setting the Profile connection property to the location of the Drift Profile on disk (e.g. C:\profiles\Drift.apip). Next, set the ProfileSettings connection property to the connection string for Drift (see below).

   Drift API Profile Settings

   Drift uses OAuth-based authentication.

   You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

   After setting the following options in the ProfileSettings connection property, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to the Client Id that is specified in your app settings.
   • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Drift data from Klipfolio.

Connect to Drift in Klipfolio

The steps below outline connecting to CData Connect Server from Klipfolio to create a new Drift data source.

1. Open Klipfolio
2. Click in Data Feeds on the left panel to add a new data source.
3. Search for and select MS SQL as the Service.
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the SQL Server connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 1433
   • Database: your database (e.g., API1)
   • Driver: MS SQL
   • Username: your Connect Server username
   • Password: your Connect Server password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM Contacts)
   • Select the checkbox to "Include column headers"
6. Click "Get data" to preview the Drift data before building a data model.

Build a Data Model

After retrieving the data, click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save data feed"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Add Metric"
2. Select a measure, placed on the y-axis, to track.
3. Select up to five dimensions/columns, for the x-axis, that you wish to visualize.
4. Click "Save metric"

SQL Access to Drift Data from Applications

Now you have a Klip built from live Drift data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Drift data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.