Connect your data to Claude in 1 minute. No code needed Try it now

Connect GoHighLevel to Power BI

Send GoHighLevel opportunities, contacts, orders and 8 more data types to Power BI on a schedule. Filter by date and narrow it down by status. Refresh as often as every 15 minutes.

capterra
star star star star star

4.9/5

GoHighLevel report Data source: GoHighLevel
Build Power BI reports on GoHighLevel data that Coupler.io keeps up to date.
Trusted by 200K+ users worldwide
Tradezella
Stanford
Webtoon
Getir
Stellar
Anker
ParentSquare
Bac 50
Benzinga
Matterport

How to connect GoHighLevel and Power BI

5 steps. You can preview the GoHighLevel data in Coupler.io before anything reaches Power BI.

Step 1 of 5

Connect GoHighLevel

Sign in to GoHighLevel and authorize Coupler.io. There's no API key to copy.

Sign in with GoHighLevel

Step 2 of 5

Choose what to export

Pick the GoHighLevel data you want in Power BI.

Show 3 more data types Show fewer data types

Step 3 of 5

Filters

Created beforeAny date
Contact Id(s)Not setEnter the Contact Ids (one per line). If provided, tasks/appointments will be fetched only for these contacts, and the Start date will be ignored.
Last appointment afterAny date
Last appointment beforeAny date
Show 2 more fields Show fewer fields
PipelineNot set
StatusNot set

Step 4 of 5

Connect Power BI

Copy the integration URL Coupler.io generates, run the data flow once, then paste the URL into Power BI Desktop under Get Data, Web.

Data set to shareOpportunitiesThe data view Power BI reads
Integration URLhttps://app.coupler.io/export/w/123456.json?access_token=••••••••Paste into Get Data, Web in Power BI Desktop

Step 5 of 5

Choose a write mode and schedule

Every run either replaces or appends the data in Power BI. Run it as often as every 15 minutes.

Write mode

Each run overwrites all data at the URL with fresh GoHighLevel data.

Get the most of GoHighLevel to Power BI integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
GoHighLevel to Power BI questions

11 data types, including Opportunities, Contacts, Orders, Invoices and Tasks.

You sign in to GoHighLevel and authorize Coupler.io. There's no API key to copy.

Yes. Filter by created date or last appointment date to load the period you need.

Yes. Available filters include status.

Coupler.io gives you a JSON integration URL. In Power BI Desktop, choose Get Data, then Web, and paste the URL.

Yes. Coupler.io updates the GoHighLevel data on its schedule, and Power BI reads it on its own. Schedule the Power BI refresh to run after the Coupler.io one.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example Pipedrive or HubSpot, and join or append them before the data reaches Power BI.

High five for scrolling till the very end!
See you in the app!