Vtiger Integration with Asterisk Vtiger Integration with Knowlarity Configure SMPP SMS Provider Vtiger Integration with Telzio Facebook Integration with Live Chats Google Contacts and Calendar Integration Uploading Documents to Google Drive Uploading Documents to Dropbox Vtiger Integration with Duocom Vtiger CRM Integration with Magento Mailchimp Integration QuickBooks Online Version Integration Microsoft Outlook Plugin Integration with Vtiger Office 365 Integration Olark Chats Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger DocuSign Integration Using Google Meet Vtiger Buzz Vtiger Enrich for LinkedIn Vtiger Gmail add-on Vtiger Gmail Plugin Xero Integration Zapier Integration Vtiger Integration with Ozonetel WhatsApp Personal Number Integration with Vtiger CRM WhatsApp Integration with Wablas WhatsApp Integration with Gupshup WhatsApp Integration with WATI WhatsApp Integration with Ampala WhatsApp Integration With Clickatell WhatsApp Integration with IMI Mobile WhatsApp Integration Overview WhatsApp Integration with Live Chats WhatsApp Integration with Twilio WooCommerce Integration with Vtiger CRM Twilio Integration with Vtiger Phonecalls Vtiger Integration with Exotel SMS Gateway Center Integration Kaleyra SMS Gateway Integration SMS Alert Gateway Tally Integration - OnPremise Tally Integration - Cloud Constant Contact Integration Managing your Google My Business Account with Vtiger Social Using Vtiger CRM in Microsoft Outlook Integration with Zoho CRM Sending Telegram Messages from Vtiger CRM Integrating your Facebook Account with Vtiger Social Twitter Integration with Social Module Using Microsoft Teams in Vtiger CRM Using Vtiger CRM in Microsoft Teams Facebook Lead Ad Forms Integration Vtiger Integration with Plivo Razorpay Integration Telegram Integration with Live Chats MYOB Accounting Integration Sage Business Accounting Integration Uploading Documents to OneDrive Instagram DM Integration with Vtiger CRM 2-way Sync with Yahoo Tata Tele Services Integration with Vtiger VICIdial Integration 3CX Phone Integration with Vtiger Integrating Vtiger Webforms with WordPress Integration between Pipedrive and Vtiger CRM JioMeet Integration with Vtiger CRM Using Webex Meetings in Vtiger CRM Exchange Connector Integration with Vtiger Telegram Integration with Vtiger CRM Twitter DM Integration with Vtiger CRM Using Zoom Meetings in Vtiger CRM Instamojo Integration with Vtiger CRM Google Lead Form Extensions Integration Basic Authentication Deprecation by Microsoft Exchange Online Microsoft Outlook Add-on Hosting a Knowledge Base Portal on your Website Using Custom URL Open Source FAQs IndiaMART Integration Telnyx SMS Integration with Vtiger CRM Vtiger CRM Bot in Google Chats Vtiger in Webex Spaces Configure PayPal to process your payments The Hunter.io Feature iRujul Integration with Vtiger CRM Clearbit Integration with Vtiger CRM

Feature Availability

Vtiger Editions: One Professional | One Enterprise 

Note: 

• For editions lower than One Enterprise, this functionality is available as a paid add-on, which can be enabled through the API endpoint.
• For One Enterprise edition, this feature is included for free.

Introduction

Vtiger Sales Manager Template App for Power BI comes ready with charts and reports. Vtiger also has an OData feed to enable custom reports and charts in Power BI.
Vtiger offers the following to enable Insights via Power BI:

• OData feeds for each module.
• Vtiger Sales Manager Template App with over 15 ready-to-use charts or reports.

 

Connecting Power BI with Vtiger via OData

You can use OData to connect Vtiger CRM to Power BI and quickly view and analyze your data. Follow these steps to connect your Vtiger CRM data with Power BI and create insightful reports:
 

1. Open the Power BI Desktop application.

 

2. Click on Get data.
3. Select OData feed from the list of data sources.

 

4. Select Basic in the OData Feed pop-up window.
5. Enter the OData feed URL of your Vtiger account.
   1. https://companyname.od1.vtiger.com/restapi/V1/OData/Pull/odata.svc/Entity. Note: companyname.od1.vtiger.com: This should be your instance URL.
6. Click OK.

 

7. The Navigator window will display all available modules.

​​​​​​​ 

8. Select the modules you want to build reports on.
9. Click Load to import the data into Power BI.

After completing these steps, your Vtiger data will be ready to use in Power BI for analysis.

Power BI Booster Pack

 Power BI Booster packs are available for the One Professional edition.

After installing the Booster pack, it will show the data on trying with OData URLs like:

• Fetch records with the limit
• Fetch records with selected fields
• Fetch with conditions
• Count the total number of records
• Skip a few records from the result
• Verify with a standard user
• Verify the custom module
• Verify the sharing rules access
• Verify by making the quantity of the booster pack zero and one  ​​​​​​​​​​​​​​