Connect Uptick to Power BI
Send Uptick invoices, tasks, projects and 15 more data types to Power BI on a schedule. Filter by date. Refresh as often as every 15 minutes.
Uptick report
Data source: Uptick
How to connect Uptick and Power BI
5 steps. You can preview the Uptick data in Coupler.io before anything reaches Power BI.
Step 1 of 5
Connect Uptick
Enter your Uptick client ID and client secret. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Uptick data you want in Power BI.
Show 10 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Uptick export.
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.
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.
Each run overwrites all data at the URL with fresh Uptick data.
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Build your Uptick integrations with these destinations
Get the most of Uptick to Power BI integration
Gather data
Understand data
Automate data
Act on data
18 data types, including Invoices, Tasks, Projects, Task categories and Clients.
With your Uptick client ID and client secret, entered once when you add the connection.
Yes. Set the start date and end 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 Uptick 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 ClickUp or Airtable, and join or append them before the data reaches Power BI.
