Skip to main content

iLEVEL Data Source

Nexla's bi-directional connectors allow data to flow both to and from any location, making it simple to create a FlexFlow, DB-CDC, Spark ETL, or Replication data flow that ingests data from an iLEVEL location.
ilevel_api.png

iLEVEL

Follow the instructions below to create a new data flow that ingests data from an iLEVEL source in Nexla.

Create a New Data Flow​

  1. 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.

  2. Select the iLEVEL connector tile from the list of available connectors. Then, select the credential that will be used to connect to the iLEVEL account, and click Next; or, create a new iLEVEL credential for use in this flow.

  3. In Nexla, iLEVEL data sources can be created using pre-built endpoint templates, which expedite source setup for common iLEVEL endpoints. Each template is designed specifically for the corresponding iLEVEL endpoint, making source configuration easy and efficient.
    • To configure this source using a template, follow the instructions in Configure Using a Template.

    iLEVEL sources can also be configured manually, allowing you to ingest data from iLEVEL 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 iLEVEL endpoints. Each template is designed specifically for the corresponding iLEVEL endpoint, making data source setup easy and efficient.

Endpoint Settings​

  • 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.

    List All Periodic Data

    To retrieve a list of periodic data

    • This endpoint automatically retrieves all periodic data from your iLEVEL Portfolio Monitoring Platform account. No additional configuration is required beyond selecting this endpoint template.
    • The endpoint uses GET requests to {environment}/periodicData where {environment} is the iLEVEL API endpoint you configured in your credential (e.g., https://api.ilevelsolutions.com/v1). The endpoint URL is automatically constructed based on the environment you selected in your credential configuration.
    • The endpoint uses incrementing page-based pagination (iteration.type: paging.incrementing) starting from page 1. The response data path is $.data[*], which extracts all items from the data array in the API response.
    • The endpoint expects 1000 rows per page by default and automatically fetches additional pages by incrementing the page number until all periodic data has been retrieved.

    This endpoint retrieves all periodic data from your iLEVEL Portfolio Monitoring Platform account. Periodic data represents time-series data collected over specific periods, which is commonly used for portfolio monitoring and analytics. The endpoint supports pagination through incrementing page numbers, which allows you to retrieve large lists of periodic data efficiently. The response includes pagination metadata that indicates the current page and total records available. The endpoint URL is automatically constructed based on the environment you selected in your credential configuration (US or EU, Sandbox or Production). For detailed information about the API response format and available fields, see the iLEVEL Portfolio Monitoring Platform documentation.

Configure Manually​

iLEVEL data sources can be manually configured to ingest data from any valid iLEVEL 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 iLEVEL sources, such as sources that use custom query parameters, different HTTP methods, or custom data transformations.

Content Format​

  1. Select the format in which the data from the iLEVEL API will be received from the Content Format pulldown menu. Nexla will automatically parse the data in the selected format. The iLEVEL API typically returns data in JSON format.

API Endpoint URL​

  1. Enter the URL of the iLEVEL 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 parameters. The iLEVEL API endpoint URL should match the environment you configured in your credential (e.g., https://api.ilevelsolutions.com/v1/{endpoint_path} for US Production or https://api.ilevelsolutions.eu/v1/{endpoint_path} for EU Production).

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 endpoint requires 2-legged OAuth2 authentication via the Authorization: Bearer {token} header, which is handled automatically by your credential configuration. The access token is obtained using the OAuth2 client credentials flow with your Client ID and Client Secret. The endpoint URL should match the environment you selected in your credential configuration. For detailed information about iLEVEL API endpoints and available APIs, see the iLEVEL Portfolio Monitoring Platform documentation.