Clari Copilot Data Source
Clari Copilot
Create a New Data Flow
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To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Then, select the desired flow type from the list, and click the Create button.
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Select the Clari Copilot connector tile from the list of available connectors. Then, select the credential that will be used to connect to the Clari Copilot instance, and click Next; or, create a new Clari Copilot credential for use in this flow.
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In Nexla, Clari Copilot data sources can be created using pre-built endpoint templates, which expedite source setup for common Clari Copilot endpoints. Each template is designed specifically for the corresponding Clari Copilot endpoint, making source configuration easy and efficient.
• To configure this source using a template, follow the instructions in Configure Using a Template.Clari Copilot sources can also be configured manually, allowing you to ingest data from Clari Copilot endpoints not included in the pre-built templates or apply further customizations to exactly suit your needs.
• To configure this source manually, follow the instructions in Configure Manually.
Configure Using a Template
Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Clari Copilot endpoints. Each template is designed specifically for the corresponding Clari Copilot endpoint, making data source setup easy and efficient.
Endpoint Settings
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Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below. Click on an endpoint to see more information about it and how to configure your data source for this endpoint.
Endpoint Testing
Once the selected endpoint template has been configured, Nexla can retrieve a sample of the data that will be fetched according to the current settings. This allows users to verify that the source is configured correctly before saving.
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To test the current endpoint configuration, click the Test button to the right of the endpoint selection menu. Sample data will be fetched & displayed in the Endpoint Test Result panel on the right.
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If the sample data is not as expected, review the selected endpoint and associated settings, and make any necessary adjustments. Then, click the Test button again, and check the sample data to ensure that the correct information is displayed.
Configure Manually
Clari Copilot data sources can be manually configured to ingest data from any valid Clari Copilot API endpoint. Manual configuration provides maximum flexibility for accessing endpoints not covered by pre-built templates or when you need custom API configurations.
With manual configuration, you can also create more complex Clari Copilot sources, such as sources that use chained API calls to fetch data from multiple endpoints or sources that require custom request parameters.
API Method
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To manually configure this source, select the Advanced tab at the top of the configuration screen.
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Select the API method that will be used for calls to the Clari Copilot API from the Method pulldown menu. Clari Copilot data retrieval uses the GET method, which retrieves data from the API.
API Endpoint URL
- Enter the URL of the Clari Copilot API endpoint from which this source will fetch data in the Set API URL field. This should be the complete URL including the protocol (https://) and any required path or query parameters. Clari Copilot endpoints are served from the
https://rest-api.copilot.clari.combase URL—for example,https://rest-api.copilot.clari.com/callsto list calls orhttps://rest-api.copilot.clari.com/usersto list users.
Ensure the API endpoint URL is correct and accessible with your current credentials. You can test the endpoint using the Test button after configuring the URL. The complete list of available endpoints is documented in the Clari Copilot API reference.
Date/Time Macros (API URL)
Optionally, the API URL can be customized using macros—all macros added to the API URL will be converted into values when Nexla executes the API call. Macros are dynamic placeholders that allow you to create flexible API endpoints that can adapt to different time periods or data requirements. Several Clari Copilot endpoints, such as /calls and /stats, accept from and to date parameters, making date/time macros especially useful for incremental ingestion.
Macros are particularly useful for APIs that require date ranges, pagination parameters, or other dynamic values that change between data ingestion runs.
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To add a macro, type
{at the appropriate position in the API URL (within the Set API URL field), and select the desired macro from the dropdown list.{now}– The current datetime{now-1}– The datetime one time unit before the current datetime{now+1}– The datetime one time unit after the current datetimecustom– Datetime macros can reference any number of time units before or after the current datetime—for example, enter(now-4)to indicate the datetime four time units before the current datetime
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Select the format that will be applied to datetime macros from the Date Format for Date/Time Macro pulldown menu. This format will be applied to the base datetime value of the macro—i.e., the value of
{now}in{now-1}. Clari Copilot date parameters use theyyyy-MM-ddformat. -
Select the datetime unit that will be used to perform mathematical operations in the included macro(s) from the Time Unit for Operations pulldown menu—for example, for the macro
{now-1}, whenDayis selected,{now-1}will be converted to the datetime one day before the current datetime.
Path to Data
If only a subset of the data that will be returned by the API endpoint is needed, you can designate the part(s) of the response that should be included in the Nexset(s) produced from this source by specifying the path to the relevant data within the response. This is particularly useful when API responses contain metadata, pagination information, or other data that you don't need for your analysis.
For example, the Clari Copilot /calls endpoint returns an array of records under a top-level calls key, along with pagination metadata. By entering the path to the relevant data, you can configure Nexla to treat each element of the returned array as a record.
Path to Data is essential when API responses have nested structures. Without specifying the correct path, Nexla might not be able to properly parse and organize your data into usable records.
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To specify which data should be treated as relevant in responses from this source, enter the path to the relevant data in the Set Path to Data in Response field.
- For responses in JSON format enter the JSON path that points to the object or array that should be treated as relevant data. JSON paths use dot notation (e.g.,
$.calls[*]to access the array of calls in a List Calls response, or$.users[*]for a List Users response).
Path to Data Example:For a List Calls response that includes a top-level array named
calls, the path to the relevant data would be entered as$.calls[*]. - For responses in JSON format enter the JSON path that points to the object or array that should be treated as relevant data. JSON paths use dot notation (e.g.,
Autogenerate Path Suggestions
Nexla can also autogenerate data path suggestions based on the response from the API endpoint. These suggested paths can be used as-is or modified to exactly suit your needs.
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To use this feature, click the Test button next to the Set API URL field to fetch a sample response from the API endpoint. Suggested data paths generated based on the content & format of the response will be displayed in the Suggestions box below the Set Path to Data in Response field.
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Click on a suggestion to automatically populate the Set Path to Data in Response field with the corresponding path. The populated path can be modified directly within the field if further customization is needed.
Metadata
If metadata is included in the response but is located outside of the defined path to relevant data, you can configure Nexla to include this data as common metadata in each record. This is useful when you want to preserve important contextual information that applies to all records but isn't part of the main data array.
For example, the Clari Copilot list endpoints return pagination metadata alongside the main data array. If you have specified the path to the relevant data but pagination details or summary counts of interest are located in a different part of the response, you can specify a path to this metadata to include it with each record in the generated Nexset(s).
Metadata paths are particularly useful for preserving API response context like pagination details, total counts, or request timestamps that apply to all records in the response.
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To specify the location of metadata that should be included with each record, enter the path to the relevant metadata in the Path to Metadata in Response field.
- For responses in JSON format, enter the JSON path to the object or array that contains the metadata.
Request Headers
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If Nexla should include any additional request headers in API calls to this source, enter the headers & corresponding values as comma-separated pairs in the Request Headers field (e.g.,
header1:value1,header2:value2). Additional headers are often required for API versioning, content type specifications, or custom request requirements.You do not need to include any headers already present in the credentials. The
X-Api-KeyandX-Api-Passwordauthentication headers are handled automatically by Nexla based on your Clari Copilot credential configuration.
Endpoint Testing
After configuring all settings for the selected endpoint, Nexla can retrieve a sample of the data that will be fetched according to the current configuration. This allows users to verify that the source is configured correctly before saving.
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To test the current endpoint configuration, click the Test button to the right of the endpoint selection menu. Sample data will be fetched & displayed in the Endpoint Test Result panel on the right.
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If the sample data is not as expected, review the selected endpoint and associated settings, and make any necessary adjustments. Then, click the Test button again, and check the sample data to ensure that the correct information is displayed.
Save & Activate the Source
- Once all of the relevant steps in the above sections have been completed, click the Create button in the upper right corner of the screen to save and create the new Clari Copilot data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.