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PowerMetrics: 2-Step authentication

Updated

Highlights

Overview

The 2-step authentication method is used to securely connect to a REST/URL connector.
This method involves two steps:

  1. Submitting your credentials to a web service in order to generate a unique authentication key.
  2. Using the authentication key in the request URL in order to securely submit your request to that web service.

Required fields

Username Credentials that identify your account
Password Verifies the authenticity of the account
Response Select Text, XML, or JSON
Method Select GET or POST
Parameters For parameters, enter a Name, a Value, and select a Type - Query, Header or Cookie.
Auth URL This URL generates the authentication token or session key that allows you to access the API. This URL may require you to include email, password and api key parameters. For example:
https://pi.pardot.com/api/prospect/version/3/
Token Path This is a regular expression that allows PowerMetrics to retrieve the authentication or session key from the response received via the Auth URL. For example:
<api_key>(.*?)</api_key> 
Logout Method Select GET or POST.
Logout URL This is used if the resource features a lockout for having too many sessions open.

Connecting to your data using the REST/URL connector

To connect to your data using the REST/URL connector, you need to do the following:

  1. Write a query (request URL) by referring to the service provider's developer documentation.
  2. Create and save a data feed.

Step 1: Write an API query

Begin by going to the developer documentation for the service provider you would like to retrieve data from. Some API connection requests are free and open to the public, however, depending on the service provider, you may need to:

  • Have an account with the service provider.
  • Contact the service provider to grant you API request permissions.
  • Contact the service provider to receive an authentication token.
  • Pay an API access fee.

Step 2: Create and save a data feed

To create and save a data feed:

  1. Click the + button beside Data Feeds in the left navigation sidebar.

  1. Click Select data.
  2. On the Where is your data? page, select the REST/URL tile.

  1. On the Configure data service page, paste the URL call from the REST/URL into the Query URL field.
  2. Choose the appropriate Data format (XML, CSV, Excel, or JSON).
  3. Expand the Authentication (OAuth, 2-Step, X-WSSE, or Basic) menu.
  4. Under Type, select the option 2-Step Authentication.
  5. Fill in the fields, as described above in the Required Fields table.
  6. Click Get data and verify this is the data you're looking for.
  7. Click Continue.
  8. You're taken to the data feed editor, where you can either save the data as-is or modify it. If you want to edit the data feed, this article includes detailed editing information.
 

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