WEBVTT

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

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BI connector from Invantive Cloud. 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? Then watch our video on

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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. 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. 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. Here you can select your

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Autotask tables with the data you 
want to use in Microsoft Power 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 the

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top. 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. If you want to use a different data connector

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you can find more videos on our YouTube channel 
showing you how to use our other connectors.