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In the“Create a connection – REST” pop up window, execute the following sub-steps. (Illustration below step 3.3)
Step 3.1
Pasting the API URL link from https://api.canopy.cloud/apidoc
Step 3.2
Make sure the Method selected is “GET”
Step 3.3
Authentication Schema should reflect “Anonymous”
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Scroll down to the next set of textboxes and options, then execute the following sub-steps. (Illustration below step 4.4)
Step 4.1
Query Parameters should reflect data filters such as “date”, “date from” or “date from”. Leave empty for ALL related historical data.
Step 4.2
Query Headers MUST include the following
| Name | Value |
|---|---|
| Authorization | Token token="<Insert Token Value>" |
| X-App-Switch-User | <Insert Parent ID> |
Step 4.2.1
Token value is taken from logging in via “Sessions.Json” at the top of the page, where Username and Password is required.
Step 4.3
Pagination should be “Custom”
Step 4.4
Please enter your connection name in this field. (I.e. “Get Holdings - <Parent ID>”)
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You will now find yourself back on the “Add data to <Insert App Title>” page. On this page, please ensure the “root” option checkbox is ticked. Then proceed to the bottom right of the page to click the green “Add Data” button.
Extras: How-To Charts
Step 6
After step 5, you will be redirected to a page with two or more circles, these represent the two tables. They most likely will be linked by a grey shaded area. If there is no link, you have to execute step 6.0.1. Otherwise, please proceed to step 6.1
Step 6.0.1
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Select the two circular tables and click on the wand on the right-hand side of the page. If the program detects any obvious connections between the two tables, it will automatically make the link. Otherwise, you will be asked to specify what links you want to create.
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