Peliqan

How to integrate Uniconta with Power BI

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

In this tutorial, you will learn how to connect Uniconta to Peliqan, sync your Uniconta accounting and financial data to a managed warehouse, and use it as a live source in Power BI for dashboards and reports that refresh automatically.

The Peliqan Uniconta Power BI connector handles authentication, API rate limits, 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 Uniconta table is available as a live, queryable dataset.

What you can do with Uniconta + Power BI

  • Build live Uniconta dashboards in Power BI for revenue, AR, AP and cash flow
  • Combine Uniconta data with CRM, sales and marketing sources in one Power BI model
  • Schedule automated Uniconta refreshes so reports are always current
  • Share governed Uniconta reports across finance, sales and ops teams

FAQs

Sign up for Peliqan, connect your Uniconta 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 Uniconta Power BI connector is fully no-code. Peliqan handles authentication, rate limits, and incremental refresh.

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

Yes. Anything you connect through Peliqan (CRM, ads, finance, custom data) is available alongside Uniconta in the same Power BI model.

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