Data View Embedding Guide

Simply360 allows you to embed Data Views directly on external websites, giving visitors access to your data without needing a Simply360 account. This guide covers how to configure and manage embedded views.

What is Data View Embedding?

Embedding lets you display your Simply360 data on any website. Supported view types for embedding include:

• List View — Scrollable list of record cards
• Table View — Spreadsheet-style grid
• Calendar View — Date-based event display (see Calendar View Configuration)
• Details View — Single record display
• Map View — Geographic visualization with markers

Configuring Embedding

To set up embedding for a Data View:

1. Navigate to Team Administration → Data Collections
2. Click on the Data Collection
3. Go to the Data Views tab
4. Click on the view you want to embed
5. Open the Embedding tab

Embedding Tab Settings

Enable External Visibility

Toggle this on to make the view available for embedding. When disabled, embed codes will not work and the view is only accessible within Simply360.

API Token / Embed Token

Each embeddable view has a unique API token that authenticates requests from external websites. The token is automatically generated when you enable embedding.

Embed Code Snippet

Simply360 provides a ready-to-use code snippet that you can paste into your website's HTML. The snippet includes:

• A script tag pointing to the Simply360 embed library
• Your API token for authentication
• The Data View ID to display
• A container element where the view renders

Managing Tokens

Regenerating a Token

If a token is compromised or you want to rotate tokens for security:

1. Open the Embedding tab
2. Click Regenerate Token
3. The old token immediately stops working
4. Update the embed code on all websites using the old token

Revoking Access

To completely stop external access:

1. Toggle off "Enable External Visibility"
2. The embed will stop working on all external websites immediately

Security Considerations

• API tokens should be treated as sensitive — don't share them outside of embed code
• Use the Displayed Fields tab to limit which Data Fields appear in the embedded view
• Use Filter Fields to control what filtering options visitors have
• Regularly audit which views are publicly embedded

Impact on Users

• Embedded views are visible to anyone on the external website — no Simply360 login required
• Data in embedded views updates in real-time as records change in Simply360
• Users' Data Permissions do not apply to embedded views — the view shows all records visible to the embed configuration
• Embedding does not affect how the view appears for logged-in Simply360 users

Related Topics

• Creating Data Views — Setting up the view to embed
• Calendar View Configuration — Calendar-specific settings including ICS feeds
• Data Collections Overview — Understanding data structure
• Managing Data Fields — Controlling which fields appear in views