MongoDB
Build a MongoDB dashboard in Klipfolio. Connect your MongoDB collections to automated, real-time dashboards that update on a schedule you set.
Track all your MongoDB KPIs in one place
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Pulling data out of MongoDB shouldn't require a manual export every time your team needs an update. Connect MongoDB to Klipfolio and your dashboards refresh automatically, so your team always sees current data without the back-and-forth.
How to connect MongoDB to Klipfolio
Important: Before connecting, add Klipfolio's IP addresses to your MongoDB allow list. View the IP addresses to whitelist.
You'll need your Host name, Database Name, and Collection Name before you begin. Your MongoDB administrator can provide these.
- Go to the Service Connectors page in Klipfolio and select MongoDB from the list.
- Enter your connection details: Host name, Port (use Klipfolio's default), Database Name, and Collection Name. Optionally enable SSL and authenticate with a username and password.
- Choose a Collection Method: Select Find to query documents, or Aggregate to run pipeline operations.
- Enter your Query Parameters in valid JSON/BSON format based on your chosen method.
- Click Get data, confirm the results look correct, and optionally model your data.
- Name your data source, set a refresh schedule, and click Save.
View the step-by-step setup guide
Top reasons to use Klipfolio for MongoDB dashboards
Automated data refreshes: Your MongoDB dashboards update on a schedule you set, from every minute to every 24 hours, so you're never working from stale data.
Custom visualizations with no code required: Use the Klip Editor to build charts, gauges, tables, and more directly from your MongoDB collections.
Combine MongoDB with 100+ other connectors: Blend your database data with tools like Salesforce, Google Analytics 4, HubSpot, and others in a single dashboard view.
Distribute data your way: Share dashboards via TV mode, public links, scheduled PDF reports, or embedded views, so every team sees the metrics that matter to them.
Flexible querying: Use Find or Aggregate collection methods to pull exactly the data you need, whether that's a simple document lookup or a complex pipeline.
What Klipfolio adds to MongoDB
| What you do in MongoDB | What Klipfolio adds |
|---|---|
| Query collections manually or export data | Automated dashboards that pull live data on a set schedule |
| View raw documents and JSON output | Visual charts, gauges, and tables built from your collections |
| Manage data across Atlas or Enterprise deployments | A single dashboard layer that works with both |
| Combine data manually across tools | One centralized view that blends MongoDB with 100+ other services |
Stop exporting data manually. Start building dashboards that update themselves. View the setup guide and connect your MongoDB data in minutes.
Connect MongoDB with your other tools
Klipfolio integrates with the tools your team already uses, including CRM platforms, ad networks, financial software, HR tools, and marketing automation. You can also pull in data from Excel, CSV, XML, and SQL files, or connect via Dropbox, Box, and Google Drive.
Using other databases?
Klipfolio connects to a wide range of databases and data warehouses alongside MongoDB. Whether you're running Amazon Redshift, Google BigQuery, Snowflake, MySQL, PostgreSQL, MSSQL, Oracle Thin, Oracle OCI, Firebird, or another platform, Klipfolio can connect to the data sources your team relies on.
Whether you're working across MongoDB Atlas or MongoDB Enterprise, the connection process is the same, and your dashboards work the same way regardless of which deployment you use.
Use the Connector Gallery to create a custom MongoDB dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your MongoDB account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your MongoDB data with other relevant data to create your custom dashboard.
Learn more about working with the MongoDB API and how you can start building your own MongoDB queries in Klipfolio.
