Connect PandaDoc to Power BI
Send PandaDoc contacts, members, documents and 11 more data types to Power BI on a schedule. Filter by date. Refresh as often as every 15 minutes.
PandaDoc report
Data source: PandaDoc
How to connect PandaDoc and Power BI
4 steps. You can preview the PandaDoc data in Coupler.io before anything reaches Power BI.
Step 1 of 4
Connect PandaDoc
Enter your PandaDoc API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the PandaDoc data you want in Power BI.
Show 6 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 PandaDoc data.
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14 data types, including Contacts, Members, Documents, Document attachments and Document fields.
With your PandaDoc API key, entered once when you add the connection.
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 PandaDoc 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 Calendly, and join or append them before the data reaches Power BI.
