Followings are the steps needed to perform integration of your Microsoft Power Bi account with callhippo:


  1. Login to your CallHippo account using the given URL: https://web.callhippo.com/


  1. Go to the Integrations option from the left-hand side vertical menu.


  1. You can find Microsoft Bi integration either from the list of available options on the integrations section by scrolling the page or from the Search option given on the top right corner on that same page or by clicking directly on “Analytics” in categories options on the left vertical bar:


  1.  Click on Connect in Microsoft Power Bi integration.


  1. This will open a popup screen for the Integration Setup: Again click on Connect Now button.


  2. On clicking Connect Now, you will be redirected to a new window where you will be asked to enter email of Microsoft power bi account. If you are logged in than skip to step 9


  3. Now click on next and you will be getting an option to choose from a personal account or the work or school account. 
    You need to select Work or school account.

  4. Now enter your password and click on authorize.



  5. Now this window will get close and you will be taken to the previous window where your data source/ Integration will be linked now.


  6. Click on the settings icon to connect the dataset. In the settings section first, you have to decide whether you want to create a new dataset in powerBi for CallHippo call and SMS data or you just want to use the current dataset with its tables.

    If in case the dataset is already present here: Kindly select the one from the drop down where you want to map all your Call and SMS activities. 



    If in case you want to create a new dataset: click on create Call logs and SMS table



    Create a table and save the same using the save button. And now all your Call and SMS activities will be synced in the new created table.



    Features of Microsoft Power Bi integration:

  1. Call data and SMS data will be synced to the specified dataset and its respective tables.

  2. To get the latest data in the power Bi opened dataset you just need to refresh your dashboard/tile/reports in your powerBi account:


Notes:

  1. The newly created dataset will have two tables with the following names and columns:

callLogTbl table:(Call Type,Call Duration(seconds),Call Duration,To Number,From Number,Call Status,Call Start Time,Call Answer Time,Call End Time,Contact Name,Call Notes,Recording URL,User Name,Call Price)

smsLogTbl table: (SMS Type,Form Number,To Number,Send By,Send Time,Content,Send To,SMS Price)

  1. If you go for using the current dataset in step#12 Then you will get a list of push datasets only(if you have any). For more information on types of datasets in powerBi click here.

  2. If you go for using the current dataset in step#12 and you select tables for call and SMS data respectively and your respective table does not have columns mentioned above then you will not get call/SMS activity.