Sync Microsoft Power BI to Close

Improve your contact profiles with product data from your warehouse

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Integration in Four Steps

Step 1: Connect Microsoft Power BI

Step 2: Connect Close as a destination

You can connect to Close.io by providing credentials to Census through an intuitive interface.

Step 3: Define the core data that matters for your business

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

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Where can you sync your Microsoft Power BI in Close?

Contacts

Contacts represent individual people within a company/organization that you're selling to.

API Docs Description

Lead

Leads are the most important object in Close. They represent a company or organization and can contain contacts, tasks, opportunities, and activities. In fact, these other objects must be children of a Lead. You can think of a Lead in Close like both a "lead" and "account" in the terminology of some other CRMs.

API Docs Description

Lead Status

Lead statuses are a customizable list of stages a Lead can be in.

API Docs Description

Opportunity

Opportunities represent a potential deal with a given company/lead.

API Docs Description

Opportunity Status

Opportunity Statuses are used to describe each stage a pending deal can go through within a specific Pipeline.

API Docs Description

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility

Trusted by companies you know

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docker
bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs

Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

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Data Activation Use Cases

Syncing from Microsoft Power BI

Power BI is a cloud-based business intelligence (BI) tool for creating reports and dashboards. The platform allows dashboard designers to enable self-service analytics for business users to monitor and analyze any business process. Typical use cases for Power BI include sales reporting, marketing analysis, customer support response analysis, and executive dashboards. In many cases, data is best visualized in a dashboard but often, data is more useful in the tools that business users use every day.

Now you can use the data in Microsoft Power BI for more than just analytics and BI. With Amazon Microsoft Power BI you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our Microsoft Power BI docs

Syncing to Close

Close.io is a CRM software for your inside sales teams. This tool allows your team to engage with leads through multichannel outreach, prioritize your sales opportunities, and optimize your team's time management to increase sales productivity.

Learn how to use Census with 👉 our Close docs

Census connects to Microsoft Power BI and syncs data to Close. With 200+ integrations (and counting!) and transparent pricing, it's never been easier to start operationalizing your data. This is what we like to call Reverse ETL.
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