WEBVTT

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In this video I will show you how you can
add an Autotask database and download data

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with the Power BI connector from Invantive
Cloud.

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You do not need any technical knowledge to
use our connector.

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This tutorial works for both PowerBI.com and
Microsoft Power BI Desktop.

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Don't have an account on Invantive Cloud yet?

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Then watch our video on how to create an account
for a free 180-day trial.

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Press the ‘Add Database’ button on the
homepage of Invantive Cloud.

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Now select ‘Autotask’ from the list of
platforms.

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Enter your API user name, secret and API integration
code.

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Your IP address must be added so that you
can use Bridge Online with Power BI.

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Click the orange ‘Add and save’ button.

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Now launch Microsoft Power BI.

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Select ‘Get data’ under the ‘Home’
tab.

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Look for the standard ‘OData Feed’ connector
in the list of Power BI connectors.

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Click on ‘Connect’.

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Now go back to Invantive Cloud.

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Click the copy icon at ‘Bridge Online URL’.

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Paste the copied URL into the window in Power
BI.

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Click on ‘OK’.

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You must now log in with your Invantive Cloud
credentials.

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Click on ‘Basic’.

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Enter your Invantive Cloud email address and
password and then press ‘Connect’.

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Expand the first item.

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Here you can select your Autotask tables with
the data you want to use in Microsoft Power

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BI.

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When you’ve made your selection, click on
‘Load’.

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Depending on the size of the tables, this
may take some time.

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After the download is complete, you will see
an overview of all your tables on the right.

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You can check a table to use for dashboards
and reports in Power BI.

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If there are any changes to your Autotask
database, you can click on ‘Refresh’ at

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the top.

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This will refresh the data in your dashboard
and reports and incorporate the latest changes.

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You can now use your Autotask database in
Power BI.

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If you want to use a different data connector
you can find more videos on our YouTube channel

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showing you how to use our other connectors.