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:
- Open the Power BI Desktop application.
- Click on Get data.
- Select OData feed from the list of data sources.
- Select Basic in the OData Feed pop-up window.
- Enter the OData feed URL of your Vtiger account.
- https://companyname.od1.vtiger.com/restapi/V1/OData/Pull/odata.svc/Entity. Note: companyname.od1.vtiger.com: This should be your instance URL.
- Click OK.
- The Navigator window will display all available modules.
- Select the modules you want to build reports on.
- 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.