Connect Pipeliner to Power BI
Send Pipeliner contacts, leads, products and 21 more data types to Power BI on a schedule. Refresh as often as every 15 minutes.
Pipeliner report
Data source: Pipeliner
How to connect Pipeliner and Power BI
4 steps. You can preview the Pipeliner data in Coupler.io before anything reaches Power BI.
Step 1 of 4
Connect Pipeliner
Enter your Pipeliner username, password, data center and space ID. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Pipeliner data you want in Power BI.
Show 16 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 Pipeliner data.
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24 data types, including Contacts, Leads, Products, Accounts and Activities.
With your Pipeliner username, password, data center and space ID, entered once when you add the connection.
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 Pipeliner 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.
