Connect Help Scout to Power BI
Send Help Scout customers, users, conversations and 8 more data types to Power BI on a schedule. Filter by date. Refresh as often as every 15 minutes.
Help Scout report
Data source: Help Scout
How to connect Help Scout and Power BI
4 steps. You can preview the Help Scout data in Coupler.io before anything reaches Power BI.
Step 1 of 4
Connect Help Scout
Sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Sign in with Help Scout
Step 2 of 4
Choose what to export
Pick the Help Scout data you want in Power BI.
Show 3 more data types Show fewer data types
Step 3 of 4
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.
Step 4 of 4
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.
Each run overwrites all data at the URL with fresh Help Scout data.
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11 data types, including Customers, Users, Conversations, Conversation threads and Inboxes.
You sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date to cover the period you need.
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 Help Scout 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 GoHighLevel or Pipedrive, and join or append them before the data reaches Power BI.
