Navigate to the following link to get the Power BI app: <https://app.powerbi.com/Redirect?action=InstallApp&appId=a03be279-2cb7-4161-9f5a-b6a1ed931cea&packageKey=20b4c200-6866-4770-8e6f-0876c4c27512-69xsT4RJCn6xMlqYlBvcLOL2K9dLRlvx9SSDCBCndA&ownerId=0d9cbb80-d97b-4cf2-b445-3683b265d75e&buildVersion=40>

Click "Install another copy of the app into a new workspace" and type a name of your choice for your new workspace.

Wait for the App to install (can take a few minutes), and then click "Go to app"

Once the App is open, it will display fake data. To connect your account, click "Connect your data"

Go to your Syncro account > Admin page > "API Tokens"

Create an API Token with the following permissions:

Assets - View Details
Assets - List/Search
Appointments - View All
Customers - List/Search
Customers - View Details
Contracts - List/Search
Estimates - List/Search
Estimates - View Details
Products - List/Search
Payments - View List
Pending Orders - View All
Invoices - List/Search
Invoices - View Details
Line Item - View Cost
Tickets - List/Search
Tickets - View Details
Leads - List/Search
Marketr - View Campaigns
Parts Orders - List/Search
Parts Orders - View
Purchase Orders - List/Search
Purchase Orders - View Details
Reports - View
Recurring Invoices - List
Vendors - List
Vendors - View Details
Warranties - List
Warranties - View Details
Ticket Timers - Overview
Timelogs - Manage
RMM Alerts - List

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Back in Power BI, enter your Subdomain and the API Key you just created

IMPORTANT: Make sure that Privacy Level is set to "Public" for all 17 steps.

You will see a modal saying "You are connecting to (1 of 17). You will have to click "Sign in and continue" 17 times to get through all of these modals. 

Click "Sign in and continue" 17 times, ensuring that Privacy Level is set to "Public" all 17 times.

Power BI will now import your data. Depending on how much data you have, this can take up to two hours. Sometimes it completes but does not automatically refresh your browser. Feel free to close the tab or refresh the page while you wait, as this does not affect the data refresh.

You're viewing this app with sample data. Refresh is in progress.

How to set up the Syncro Power BI Template App