Real-time
Real-time sync
Changes in Microsoft Power Bi or Twenty CRM instantly reflect in both systems. No stale data, no manual imports.
Analytics ⇄ CRM
Microsoft Power Bi to Twenty CRM integration — real-time data sync
Keep Microsoft Power Bi and Twenty CRM 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 Microsoft Power Bi and Twenty CRM
Put live Twenty CRM data behind every dashboard and cohort in Microsoft Power Bi, and write the segments and scores Microsoft Power Bi computes back onto the Twenty CRM 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 Twenty CRM, so Twenty CRM always reflects the current state of Microsoft Power Bi — without exports, scripts, or schedulers.
Microsoft Power Bi turns data into dashboards, cohorts, and metrics; Twenty CRM 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 Attachments, Workspace Members, People, Companies from Twenty CRM 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 Twenty CRM, 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 Push product usage or billing data from a warehouse into Twenty custom fields to give reps account context.
- 04 Sync Opportunities into a finance system to keep revenue forecasts current.
Common sync patterns
Customer context in Microsoft Power Bi
Accounts, contacts, deals, and activity from Twenty CRM sync into Microsoft Power Bi, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.
Report on live CRM data
New records and status changes in Twenty CRM appear in Microsoft Power Bi within seconds, so dashboards and cohorts track the current pipeline rather than last night's export.
Where Twenty CRM accepts updates: segments and scores back on the record
Cohorts, scores, and computed metrics from Microsoft Power Bi sync onto fields in Twenty CRM, putting the analysis where reps and owners actually work the accounts.
What you can sync between Microsoft Power Bi and Twenty CRM
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.
| Microsoft Power Bi objects | Twenty CRM objects | How this pairing syncs | |
|---|---|---|---|
| Dashboards and Tiles Dashboards and their pinned tiles read via GET /dashboards and /dashboards/{id}/tiles; inventoried to map dashboard content back to its source datasets. | Custom Objects User-defined objects created in Twenty's data model settings, addressable through the same APIs as standard objects. | Dashboards and Tiles is specific to Microsoft Power Bi and Custom Objects to Twenty CRM — each maps to any object or custom field on the other side. | |
| Dataflows Power Query ETL definitions read via GET /groups/{id}/dataflows; used to document lineage from upstream sources into datasets. | Attachments Files linked to records. | Dataflows is specific to Microsoft Power Bi and Attachments to Twenty CRM — each maps to any object or custom field on the other side. | |
| Datasources and Gateways The connections behind datasets and dataflows and the on-premises gateways serving them, read via REST for lineage and dependency mapping. | Workspace Members User accounts used for record ownership and assignment mapping. | Datasources and Gateways is specific to Microsoft Power Bi and Workspace Members to Twenty CRM — each maps to any object or custom field on the other side. | |
| Refresh History Dataset refresh runs read via GET /datasets/{id}/refreshes, including status, type, and timing, to alert on failed or slow scheduled refreshes. | People Individual contact records with emails, phones, and company links; a core target for contact syncs. | Refresh History is specific to Microsoft Power Bi and People to Twenty CRM — each maps to any object or custom field on the other side. | |
| 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. | Companies Account-level records that group people and opportunities. | Workspaces (Groups) is specific to Microsoft Power Bi and Companies to Twenty CRM — each maps to any object or custom field on the other side. | |
| 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. | Opportunities Deal records tracked through pipeline stages, synced for forecasting. | Activity Events (Audit Log) is specific to Microsoft Power Bi and Opportunities to Twenty CRM — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Power Bi and Twenty CRM
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.
Microsoft Power Bi Twenty CRM 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 Twenty CRM through its API, with automatic retries and rate-limit backoff.
Twenty CRM Microsoft Power Bi Sub-second propagation
DetectionTwenty CRM notifies Stacksync of record changes through webhook events. Webhooks on record create, update, and delete events, or polling on record update timestamps.
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 Twenty CRM records.
Rate-limit considerations
- 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.
- Twenty CRM: Subject to the platform's API rate limits; self-hosted deployments control their own limits.
What ships with Microsoft Power Bi ⇄ Twenty CRM
Connect Microsoft Power Bi and Twenty CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Power Bi–Twenty CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Power Bi or Twenty CRM 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 Microsoft Power Bi or Twenty CRM record.
Observability
Monitoring
Track your Microsoft Power Bi ⇄ Twenty CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft Power Bi and Twenty CRM.
How the Microsoft Power Bi and Twenty CRM connectors work
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.
Twenty CRM
- Integration surface
- GraphQL and REST APIs
- Authentication
- API key
- Change detection
- Webhooks on record create, update, and delete events, or polling on record update timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works
How to connect Microsoft Power Bi to Twenty CRM — 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.
- 01
Connect your apps
Authenticate Microsoft Power Bi and Twenty CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft Power Bi
connected
Twenty CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Power Bi and Twenty CRM 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.
objects · Microsoft Power Bi ⇄ Twenty CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft Power Bi Twenty CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Power Bi and Twenty CRM integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Microsoft Power Bi and Twenty CRM — Microsoft Power Bi is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Power Bi and Twenty CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Power Bi–Twenty CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Power Bi and Twenty CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft Power Bi: 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. On Twenty CRM: Webhooks on record create, update, and delete events, or polling on record update timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Power Bi side: Dataflows, Datasources and Gateways, Refresh History, Workspaces (Groups), plus custom fields where Microsoft Power Bi exposes them. On the Twenty CRM side: Attachments, Workspace Members, People, Companies. Stacksync auto-detects both schemas and converts types between the two systems.
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Microsoft Power Bi is a read-only source, so this integration runs one-way: Stacksync reads from Microsoft Power Bi in real time and delivers into Twenty CRM. Field mapping and monitoring work the same as for two-way pairs.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
Related integrations
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