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title description author ms.topic ms.date ms.author
Power Query CloudBluePSA connector
Provides basic information and prerequisites for the operation of the CloudBluePSA connector in conjunction with the API.
mohsad06
conceptual
2/1/2024
dougklo

CloudBluePSA (Beta)

Note

The following connector article is provided by CloudBluePSA, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the CloudBluePSA website and use the support channels there.

Summary

Item Description
Release State Beta
Products Power BI (Semantic models)
Power BI (Dataflows)
Fabric (Dataflow Gen2)
Authentication Types Supported API Key
Function Reference Documentation CloudBluePSA Connector.Help

Prerequisites

Before you can use the CloudBluePSA connector, you must have a CloudBluePSA instance (username/password) and an API key. Sign in to your PSA instance, which is usually at a URL similar to YOUR_COMPANY_NAME.cloudbluepsa.io, and then navigate to Setup > Employees > Find employees and add a new API user, which gives you an API key.

Capabilities

  • Import

Connect to CloudBluePSA from Power Query Desktop

To connect to CloudBluePSA data:

  1. Select Get Data from the Home ribbon in Power BI Desktop.

  2. Select the Search box and start typing CloudBluePSA. Then select CloudBluePSA from the list on the right, and select Connect.

    :::image type="content" source="./media/cloudbluepsa/get-data.png" alt-text="Screenshot of the Get Data dialog for CloudBluePSA.":::

  3. In the Retrieve all pages of data window that appears, copy and paste the URL generated on the GET side of the API endpoint of your choice. Then in Filter, copy and paste the constructed filter on the same API endpoint. For example:

    URL:
    https://INSTANCE_URL/webapi/v1.3/tickets/getticketsreport

    Filter:\ { "pageno": 1, "pagesize": 10, "filters": [{"field": "Type", "op": "cn", "data": "n"}], "filterop": "AND", "sortcolumn": "Name", "sortorder": "Asc", "resulttype": "Json", "includeccysymbols": true, "gridcolumns": "RefNumber,Type,Name"}

    :::image type="content" source="./media/cloudbluepsa/retrieve-all-pages-of-data.png" alt-text="Screenshot showing Retrieve all pages of data for CloudBluePSA.":::

  4. Select OK.

  5. Provide your API key generated in CloudBluePSA and select Connect.

  6. You need to select Transform Data and this selection opens the Power Query editor.

  7. Expand the Data column, then select OK.

    Screenshot of the Expand Data Column dialog.

  8. Expand the Column1.1 column. This time, on the list of columns, all the grid columns included in the filter are displayed. Select as many columns as required, and then select OK. All the selected data is now displayed, and can be reshaped and used to create reports as required.

    Screenshot showing the expanded Data Column1.1.

  9. Select Close & Apply. You can now start using your data.

Connect to CloudBluePSA from PowerQuery Online

To connect to CloudBluePSA:

  1. From Choose data source, start typing in the search box: CloudBluePSA.

    :::image type="content" source="./media/cloudbluepsa/power-query-search-box.png" alt-text="Screenshot showing how to search for the connector in Power Query Online.":::

  2. In Connect to data source, provide the URL and Filter as defined and generated in your instance, as shown in the example inside each text box. Finally paste your API key in the Account Key field.

    :::image type="content" source="./media/cloudbluepsa/power-query-connect-to-data-source.png" alt-text="Screenshot showing how to complete the Connect to data source.":::

  3. Select Next.

  4. In the Navigator screen, select the Expand button next to the Data column, and then select OK.

    Screenshot showing how to expand the Data Column.

  5. Two new columns now appear. Select the Expand button next to the Column1.1 column and then select OK. You can now start using your data.

    Screenshot showing how to expand the Column1.1 Column.

Additional Resources

You might also find the following CloudBluePSA information useful: