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Connect Cin7 Omni to Power BI in Minutes | Peliqan

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Connect Cin7 Omni to Power BI in minutes with Peliqan. In this tutorial, you use the Cin7 Omni Power BI connector to load live Cin7 Omni data – sales orders, purchase orders, products, stock and inventory and branches – into Power BI for reporting and dashboards, so you skip manual exports and API work.

How to connect Cin7 Omni to Power BI

  1. 1First, connect Cin7 Omni in Peliqan. Sign up, then authenticate your Cin7 Omni account through the Cin7 Omni connector. Peliqan handles authentication, rate limits and incremental refresh for you.
  2. 2Next, Peliqan syncs your data. Peliqan loads your Cin7 Omni data into its built-in cloud data warehouse and exposes it as clean SQL tables and views.
  3. 3Finally, connect Power BI. Point Power BI Desktop or Power BI Service at the PostgreSQL endpoint Peliqan provides, then import or use DirectQuery to build your reports.

What you can build in Power BI with Cin7 Omni data

  • Sales and margin dashboards
  • Inventory and stock-on-hand
  • Purchasing analysis
  • Branch performance
  • Combine Cin7 Omni with CRM, HR or operational data in one Power BI model

Live dashboards and automatic refresh

Peliqan keeps your Cin7 Omni data current on a schedule, so reports in Power BI Service refresh automatically without manual exports. Moreover, every report – from sales and margin dashboards to branch performance – runs on the same governed warehouse, so you work from one consistent source of truth. To see how Peliqan feeds any BI tool, visit the Peliqan for BI & reporting page.

No code or native connector needed

Cin7 Omni does not ship a native Power BI connector. Instead, Peliqan provides a managed Cin7 Omni-to-Power BI connector that handles the API, sync and data modelling, so you write and maintain no integration code. It works with Power BI Desktop, Power BI Service and Power BI Pro or Premium. You can also connect Tableau, Looker or Metabase to the same Power BI connector.

Ready to connect Cin7 Omni to Power BI? Get started with Peliqan.

FAQs

Sign up for Peliqan, connect Cin7 Omni, and Peliqan syncs your data to a warehouse that Power BI reads through a PostgreSQL endpoint. Then build reports in Power BI Desktop or Power BI Service.

Yes. Peliqan syncs all your sources into one warehouse, so you can join Cin7 Omni with CRM, HR or operational data in a single Power BI model.

You choose the schedule. Peliqan syncs Cin7 Omni incrementally, and Power BI Service refreshes automatically on the schedule you set.

Yes. Peliqan uses your existing Cin7 Omni authentication and your data stays under your control. Power BI only reads what you allow.

Ready to get instant access to all your company data ?