Connect Slack with Bold Data Hub

The Bold Data Hub Slack connector loads data from your Slack workspace into Bold Reports®. Slack is a messaging and collaboration platform for teams and organizations.

How do I get a Slack user OAuth token?

You get the Slack user OAuth token for Bold Data Hub by creating a Slack app in your workspace. The token gives the pipeline access to the Slack API.

  1. Go to your Slack workspace and click the name at the top left.

  2. Select Tools > Customize Workspace.

  3. From the top-left menu, choose Configure apps.

  4. Click Build (top right) > Create a New App.

  5. Choose From scratch, enter the App Name, and select your target workspace.

  6. Click Create App to confirm.

  7. Go to OAuth and Permissions under the Features section.

  8. Assign the following scopes:

    Name Description
    admin Administer a workspace
    channels:history View messages and other content in public channels
    groups:history View messages and other content in private channels
    im:history View messages and other content in direct messages
    mpim:history View messages and other content in group direct messages
    channels:read View basic information about public channels in a workspace
    groups:read View basic information about private channels
    im:read View basic information about direct messages
    mpim:read View basic information about group direct messages
    users:read View people in a workspace

    Note: These scopes are adjustable; tailor them to fit your needs.

  9. From the OAuth & Permissions section on the left, add the scopes and copy the User OAuth Token.

Connection Properties

The Slack connector in Bold Data Hub reads the following properties from the configuration section of a YAML file:

Connectorname: Slack
Access_token: Slack Access token

Example

The following Bold Data Hub YAML template shows a complete Slack extractor configuration:

version: 1
encrypt_credentials: false
plugins:
  extractors:
    - name: Slackk_data
      connectorname: Slack
      config:
        access_token: <ACCESS TOKEN>
      select:
        - TABLE1
        - TABLE2
      properties:
        page_size: <>
        start_date: <>
        end_date: <>

How do I connect Slack in Bold Data Hub?

You connect Slack by creating a project in Bold Data Hub and adding the Slack template to it.

  1. Click the Bold Data Hub icon on the Navigation Pane.

    Slack Data Hub - BoldBI

  2. Click Add Project and enter a name for the new project.

    Slack Data Hub - BoldBI

  3. Select the newly created project and add the Slack template.

    Slack Data Hub - BoldBI

  4. Update the access token in the template, and update the resources in the select property.

  5. Click Save and choose the destination to save the pipeline.

    Slack Data Hub - BoldBI

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports®. The Bold Reports® data source is a live data source to the destination database used in Bold Data Hub.

Which Slack resources are supported?

The Bold Data Hub Slack connector supports the following resources:

The available resources are supported in Slack
- slack
- channels
- users
- get_messages_resource
- access_logs

Warning:

1. The `Encrypt_Credentials` property should be set to false when updating the new access token on the template. If you have modified other properties, such as 'select' or 'account id', the `Encrypt_Credentials` property must be set to true.  
2. The default lifetime of the access token is 1 hour. Therefore, you need to convert it to a long-lived access token to use the same token for 60 days. Existing tables should be maintained even if the token has expired or is being used as an invalid token.

How do I schedule the Slack pipeline?

You schedule the Slack pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

  1. To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.

    Slack - BoldBI

    Slack - BoldBI

  2. For an on-demand refresh, click the Run Now button.

    Slack - BoldBI

  3. Check the schedule history with the history option and the logs.

    Slack - BoldBI

  4. Click Logs to see whether the run is completed and the data source is created in Bold Reports®.

    Slack - BoldBI

  5. Click the Edit DataSource option to view the created tables.

Frequently asked questions

Which Slack resources can Bold Data Hub load?

The Bold Data Hub Slack connector supports slack, channels, users, get_messages_resource, and access_logs.

Can I change the Slack scopes?

Yes. The scopes are adjustable, so you can tailor them to fit your needs.

See also