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CRM ⇄ Analytics

Gladly to Microsoft Power Bi integration — real-time data sync

Keep Gladly and Microsoft Power Bi in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Gladly and Microsoft Power Bi

Put live Gladly data behind every dashboard and cohort in Microsoft Power Bi, and write the segments and scores Microsoft Power Bi computes back onto the Gladly record — one connection, not a nightly export.

Microsoft Power Bi is a read-only source: Stacksync reads its data in real time and delivers it into Gladly, so Gladly always reflects the current state of Microsoft Power Bi — without exports, scripts, or schedulers.

Microsoft Power Bi turns data into dashboards, cohorts, and metrics; Gladly is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Customer profiles, Conversations, Conversation items, Agents from Gladly into Microsoft Power Bi field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Microsoft Power Bi write back to fields in Gladly, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Load dataset Refresh History into an operational database to alert on-call teams when scheduled refreshes fail or run long.
  • 02 Sync admin Activity Events into a warehouse for tenant-wide security, access, and usage reporting.
  • 03 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • 04 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.

Common sync patterns

One customer across analytics and CRM

The same account or person is keyed consistently in both systems, so a profile or row in Microsoft Power Bi lines up with the contact or account in Gladly.

A record that outlives edits in the CRM

A continuously synced copy of Gladly's records and activity in Microsoft Power Bi keeps a queryable history even as records change or age out of the CRM.

Customer context in Microsoft Power Bi

Accounts, contacts, deals, and activity from Gladly sync into Microsoft Power Bi, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.

What you can sync between Gladly and Microsoft Power Bi

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Gladly objects Microsoft Power Bi objects How this pairing syncs
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Dataflows Power Query ETL definitions read via GET /groups/{id}/dataflows; used to document lineage from upstream sources into datasets. Conversations is specific to Gladly and Dataflows to Microsoft Power Bi — each maps to any object or custom field on the other side.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Datasources and Gateways The connections behind datasets and dataflows and the on-premises gateways serving them, read via REST for lineage and dependency mapping. Conversation items is specific to Gladly and Datasources and Gateways to Microsoft Power Bi — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Refresh History Dataset refresh runs read via GET /datasets/{id}/refreshes, including status, type, and timing, to alert on failed or slow scheduled refreshes. Agents is specific to Gladly and Refresh History to Microsoft Power Bi — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Workspaces (Groups) Containers for content read via GET /groups (tenant-wide via GET /admin/groups); mirrored to reproduce the tenant's content hierarchy in a catalog. Topics is specific to Gladly and Workspaces (Groups) to Microsoft Power Bi — each maps to any object or custom field on the other side.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Activity Events (Audit Log) Admin audit log of user and content actions read via GET /admin/activityevents; loaded for security, access, and usage reporting across the tenant. Tasks is specific to Gladly and Activity Events (Audit Log) to Microsoft Power Bi — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Users and Access Workspace users and roles read via GET /groups/{id}/users or the admin scanner APIs; read for access reviews and identity reconciliation against an IdP. Customer profiles is specific to Gladly and Users and Access to Microsoft Power Bi — each maps to any object or custom field on the other side.

How changes propagate between Gladly and Microsoft Power Bi

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Gladly Microsoft Power Bi Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

DeliveryMicrosoft Power Bi does not accept inbound record writes, so this direction carries requests rather than records: Microsoft Power Bi's output flows back as field updates on the originating Gladly records.

Microsoft Power Bi Gladly Interval-based propagation

DetectionStacksync polls Microsoft Power Bi for changes on an incremental schedule, reading only records changed since the previous pass. Pull-based: no webhooks or change-data-capture.

DeliveryEach detected change is written to Gladly through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gladly: Subject to the platform's API rate limits.
  • Microsoft Power Bi: Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
What ships with Gladly ⇄ Microsoft Power Bi

Connect Gladly and Microsoft Power Bi for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gladly–Microsoft Power Bi connection.

Real-time

Real-time sync

Changes in Gladly or Microsoft Power Bi instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Microsoft Power Bi data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Gladly or Microsoft Power Bi record.

Observability

Monitoring

Track your Gladly ⇄ Microsoft Power Bi sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gladly and Microsoft Power Bi.

How the Gladly and Microsoft Power Bi connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Microsoft Power Bi

Integration surface
Power BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
Authentication
Microsoft Entra ID (Azure AD) OAuth 2.0 bearer tokens. Supports delegated user tokens and app-only service principals; service principals must be enabled under the tenant's Developer settings and granted workspace access. Tenant-wide admin reads require the Tenant.Read.All scope.
Change detection
Pull-based: no webhooks or change-data-capture. Content is polled via REST list endpoints, dataset changes are inferred from Refresh History and the admin Activity Events audit log, and the scanner API's GetModifiedWorkspaces reports workspaces changed since a given time.
Capabilities
read
Rate limits
Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
How it works

How to connect Gladly to Microsoft Power Bi — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Gladly and Microsoft Power Bi with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Gladly connected
    Microsoft Power Bi connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gladly and Microsoft Power Bi objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Gladly ⇄ Microsoft Power Bi
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Gladly Microsoft Power Bi
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly and Microsoft Power Bi integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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ISO 27001
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CCPA
DPF US-EU-UK-CH
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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 343 integrations available for Gladly and Microsoft Power Bi.

Popular · 7 of 343
All Gladly integrations All Microsoft Power Bi integrations Browse all integrations
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