Prerequisites
Install Power BI Desktop (May 2017 release or later)
Get your ClickSend API credentials
Download the ClickSend connector .mez or .zip file by clicking the Install button on our Power BI integration page
Steps to Connect ClickSend to Power BI
1. Add the Custom Connector
Go to: Documents > Power BI Desktop
If not present, create a folder named: Custom Connectors
Move the file ClickSendPowerBIConnect.mez into this folder
2. Enable Data Extensions
In Power BI Desktop:
Navigate to: File > Options and settings > Options
Go to: Security > Data Extensions
Select: (Not Recommended) Allow any extension to load without validation or warning
Click OK and restart Power BI Desktop
3. Connect to ClickSend
Click:
Get Data > More...Search: ClickSend
Select: ClickSendPowerBIConnect (Beta)
4. Enter Your Credentials
In the authentication window:
Username = your ClickSend account username
Password = your ClickSend API key
Then click Connect
5. Load or Transform Data
In the Navigator window:
Select the data tables you need
Click Load to import directly, or
Click Transform Data to clean or modify the data before loading
You can now build reports and dashboards using your ClickSend data.
Troubleshooting
Ensure the .mez file is placed in the Custom Connectors folder
Double-check that Data Extensions are enabled
Use correct username and API key (not your password)
Restart Power BI Desktop after any configuration change
Let me know if you'd like the downloadable Intercom JSON version or if you'd like this formatted in a specific article template.