ConnectWise PSA & Automate PowerBI Queries

Table of Contents

• Overview
• Features
• Download
• Usage
• Licensing
• ConnectWise REST API Documentation
• Special Thanks

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Overview

These Power Queries will perform requests against the ConnectWise ecosystem REST APIs.

Features

• Handles authentication to the ConnectWise PSA & Automate
• Handles retrieving access token from ConnectWise Automate
• Automatically manages API request paging on applicable APIs, no action needed to retrieve over 1000 records
• Option to automatically expand all return columns that contain records from applicable APIs
• Support for any condition, filtering, sorting that is applicable to the API
• Handles query responses with null value fields
• Able to be pushed to PowerBI online and have the dataset automatically refresh

Download

Project Releases

Usage

Please refer to USAGE.md.

Licensing

This project is licensed under the MIT license.

ConnectWise REST API Documentation

ConnectWise Developer

Special Thanks

The basis of this function is based on work from Quinntin Comer.