Forum Discussion

SteveCarter1's avatar
SteveCarter1
Advocate II
5 years ago
Solved

Anyone using Power BI to pull 8x8 CRM data?

Can't find much in the way of Power BI use. I'm looking at 8x8 developer api guides for case and contact management. 8x8 Case and Contact Management API - 8x8 Support They provide an example but ca...
Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    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

Syndicate_Admin's avatar
Syndicate_Admin
Administrator
2 years ago

Hi ,

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;

[email protected] 

Thanks!

pthapa's avatar
pthapa
Post Patron
2 years ago

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:

  1. Log in to apps.8x8.com
  2. Go to Analytics for 8x8 Work
  3. To the right of the screen, click the drop down on your name > Select schedule emails.
  4. New
  5. Select the report you want to send to your desired email address. Fill in other required info.
  6. 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.
  7. Test the flow.
  8. Create the connection for Power Bi from the share point file you just created above.
  9. Build the desired report in PBI.
  • radlic83's avatar
    radlic83
    Regular Visitor
    1 year ago

    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!