Forum Discussion
Anyone using Power BI to pull 8x8 CRM data?
SteveCarter1
Very small topic, I have not seen any thing related to 8x8 with power bi. Is it possible to get help from the 8x8 support?Paul Zheng
Hey. If you PM me with your e-mail address I'll send through what I have. The message function here in PBI community seems to be quite limited so I'm struggling to copy/paste the word doc info I have and send it.
I'm building a report and I need to pull the number of calls from 8x8 to PBI .
I will appreciate if you could send me the steps to follow;
Thanks!
Hello,
Here is the basic steps that I followed to get the 8x8 call data in Power bi.
How to get the 8x8 call data in PBI?
Please follow the steps below:
- Log in to apps.8x8.com
- Go to Analytics for 8x8 Work
- To the right of the screen, click the drop down on your name > Select schedule emails.
- New
- Select the report you want to send to your desired email address. Fill in other required info.
- Once it done, you need to create a power automate flow to grab this email from inbox and drop it in a Sharepoint file. Make sure to create the file first in sharepoint.
- Test the flow.
- Create the connection for Power Bi from the share point file you just created above.
- Build the desired report in PBI.
This helped so much! I was pulling my own reports and they weren't matching the ones already set up for this department. Now I can just pull the ones they are already getting and I can automate it as well into our dashboard. Thank you!
