API - Connecting Spotter to PowerBI

Created by Andre Greiner, Modified on Thu, 4 May, 2023 at 2:28 PM by Andre Greiner

Microsoft PowerBI is the data analysis and visualization tool. In this article, we will deal with the integration with PowerBI using the Exact Sales API made available so that customers can carry out their own integrations with our system, facilitating the exchange of information.

Access the necessary documentation: by clicking here.

To make this connection you will need your exact token, which can be found in your Spotter account , and Microsoft PowerBI desktop .

getting your token

1. Log in to the Exact Spotter page .

Enter your email and password and click Login.

2. After login, locate the Token Exact Api . To do so, access Menu Settings > Integrations > Token Exact API .

3. After opening the Token Exact API page , copy your token:

Performing the integration

1. Sign in to PowerBI desktop

2. Go to Get data

Select Web

3. When opening the web configuration, select the Advanced option.

Web configuration according to the data below:

1. Parts of URL field , enter the url of the desired endpoint: https://api.exactspotter.com/v3/QualificationHistories

2. HTTP request header parameters , fill in: 1st field with Content-Type

2º campo com application/json

3. Click Add Header and fill in:

1st field with token_exact

2nd field with your token (copy and paste from Spotter)

4. Click OK . When opening the settings select the complete url, and click Connect :

5. Once the integration is complete, a table will open in PowerQuery and you will be able to use the data as needed.

To learn how to use the Spotter API, access the article “ How to perform API integrations — Spotter V2 ”.

Rate this article so that we can improve our content more and more!