Peliqan

How to integrate Exact Online with Power BI

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Peliqan data platform

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Built-in data warehouse, superior data activation capabilities, and AI-powered development assistance.

Sync Exact Online data to Power BI in minutes using Peliqan – the all-in-one data platform that automates the Exact Online to Power BI pipeline, with no complex API setup or manual exports required.

In this tutorial, you will learn how to connect Exact Online to Peliqan, sync your invoices, projects, accounts and contacts to a managed warehouse, and use it as a live source in Power BI for dashboards and reports that refresh automatically.

The Peliqan Exact Online Power BI connector handles authentication, API rate limits, multi-division support, and automated data refresh – so you spend less time on maintenance and more time on insights. Power BI connects to Peliqan over PostgreSQL, so any Exact Online table is available as a live, queryable dataset.

What you can do with Exact Online + Power BI
– Build live Exact Online dashboards in Power BI for revenue, AR, AP and cash flow
– Combine Exact Online data with CRM, sales and marketing sources in one Power BI model
– Schedule automated Exact Online refreshes so reports are always current
– Share governed Exact Online reports across finance, sales and ops teams

FAQs

Sign up for Peliqan, connect your Exact Online account, sync the data to Peliqan’s managed warehouse, and connect Power BI to the PostgreSQL endpoint Peliqan provides. The full walkthrough is in this video.

No. The Peliqan Exact Online Power BI connector is fully no-code. Peliqan handles authentication, rate limits, and incremental refresh.

Yes. Peliqan supports multi-division Exact Online setups out of the box.

As fresh as you schedule. Peliqan refreshes Exact Online data automatically, and Power BI reads the latest snapshot from the managed warehouse.

Ready to get instant access to all your company data ?