![Logo|250](klipfolio-logo-black.png) Use Klipfolio to track metrics? You can retrieve your data from ChargeOver and pull it into your Klipfolio account using ChargeOver’s REST API! Adding ChargeOver as a Data Source in Klipfolio ----------------------------------------------- In order to pull information from ChargeOver into Klipfolio, you will need to connect to ChargeOver using the REST API. ### In Klipfolio 1. Go to **Data Sources** then **Create New Data Source** ![](./c1fd4a81-e226-43a4-a316-49bd720d302d-gqq.png) 2. Click **REST/URL** under **Core Connectors** ![](./1367bacc-66fc-4aa6-a498-5e2d16943efb-f8k.png) From here, put in the API call for the information you want to pull from ChargeOver. View our [API documentation](https://developer.chargeover.com/apidocs/rest/) to find the appropriate API call and possible query parameters. :::note ChargeOver only sends ten records at a time by default, so if you want Klipfolio to receive more than ten records, you will need to include a specific record [](https://developer.chargeover.com/apidocs/rest/#querying)[limit](https://developer.chargeover.com/apidocs/rest/#example-paging) in your API query. ::: In Klipfolio, you should set the Data Format to JSON and set the type of authentication to **Basic HTTP Authentication.** To find your Username and Password for the authentication, login to your ChargeOver Account. ### In ChargeOver 1. Go to ==Developer== then click ==REST API== 2. Enable the ChargeOver API if you have not already 3. If you do not see your API credentials yet, click ==Add API Credentials== 4. Copy and paste the API username and password in ChargeOver into Klipfolio, and press ==Submit== in Klipfolio ![](./6ec9c069-4156-4329-95bb-bee4ad51f8c5-sqy.png) 5. Verify that you have gotten the information you wanted and click ==Continue== - If you want to make a model of this data to use for metrics, check the box that says **“Model this data source”** ![](./c980b815-925f-471a-8035-b0e4f0a050b6-tvu.png) - If you choose to model the data source, you will be brought to a page were you can add data columns and fill them with the data by clicking on the desired elements in the response from ChargeOver. Click **Save and Exit** when you are done. You have now added ChargeOver as a data source in Klipfolio! ChargeOver will appear as a data source (and as a model if you created one) in your list of data sources in Klipfolio. Making a Klip Using Data From ChargeOver ---------------------------------------- Once you have successfully connected ChargeOver as a data source in Klipfolio, you can create a Klip out of this data to put on your Klipfolio dashboard. 1. In Klipfolio, go to **Data Sources,** find the ChargeOver data source you created and click into it 2. On the page for the data source, you should see a button in the upper right corner that says ==New Klip== ![](./21129212-f3f4-4afb-9fe1-431050c8220b-uco.png) 3. Click the **Component** that you want and drag it to the empty Klip - For this example, we will use just a table to display a list of ChargeOver customers, but you can add as many of the components as you want to the same Klip. ![](./fa6121b1-2253-43ee-952f-00a8b3f31e67-u-y.png) 4. Once you’ve added a component to the Klip, you can edit the labels on the Klip - You can automatically populate the Klip with data by going to the **Data** tab and clicking on the elements that you want from the data you are pulling from ChargeOver ![](./f4c3edb1-6c40-4f20-96ba-4f88434097ff-cjq.png) You can also edit the properties of the table or of individual columns to customize how many rows of data are displayed, to order data from A-Z etc. 5. Once you’ve created your Klip, click ==Save== ![](./e69fa48f-09b8-4c21-a1f5-70355833feb5-sma.png) 6. When prompted, add a name and description for the Klip and click ==Finished== You have now created a Klip with your data from ChargeOver! ### Add Klip to Your Dashboard in Klipfolio 1. Go to **Klips** and click into the ChargeOver one you created 2. Click the ==Add to Dashboard== button in the upper right corner of the page ![](./09b9f50d-a024-48b1-b7a1-a3398b5ea07a-xxi.png) You’ve now created a Klip with ChargeOver data and placed it on your Klipfolio dashboard! ![](./95a42e6a-de8e-4dcb-806b-d4d100417f95-waw.png)