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01Integration for Marketing Agencies · Data & Analytics

Power BI integration for Marketing Agencies

Connectify ships a Connectify-owned Power BI adapter tailored to marketing agencys — operators who routinely wrestle with retainer profitability and client reporting. Power BI dataset + embedded analytics adapter for Microsoft-first organizations. Delivered on one flat monthly plan.

Schedule a 30-day integration callBrowse all integrations
  • REST + XMLA endpoint
  • Embedded analytics
  • RLS-aware
  • retainer profitability and client reporting
  • Pre-mapped industry workflow
  • 30-day go-live

Power BI

Adapter spec

Vendor
Microsoft
Category
Data & Analytics
Surface
Integration for Marketing Agencies
Industry
Marketing Agencies

100%source escrow at any time

Connectify-owned
02The adapter

A Connectify-owned Power BI adapter, not a packaged connector

Our team closes that gap by keeping the Power BI adapter inside our own runtime, monitored by our SRE rotation and updated as Microsoft ships breaking changes. That means the field maps, sync cadences, and replay rules are shaped to your exact data model — including Embedded analytics inside Connectify with AAD pass-through and Row-level security mapping from Connectify roles. For marketing agencys, the difference shows up the first time the upstream API throws a 500 — the adapter retries, journals the failure, and never silently swallows a transaction.

Fig. 01 · Power BI data flowHow the Power BI adapter moves data
  1. Source
  2. Power BI
  3. Adapter
  4. Connectify Core
  5. Downstream

Where Power BI usually breaks — and how the adapter holds

Most operators bleed margin in retainer profitability and client reporting. We collapse that workflow by mapping every payload through a versioned schema layer with explicit lineage — every record can be traced from the Power BI originating event down to the field that wrote it, so customer service finally sees the same record sales does. The adapter also ships with Premium-per-user + Fabric capacity profiles supported so the runtime can keep up when marketing agency crews push volume spikes during seasonal peaks.

Fig. 02 · Power BI delivery processThe 30-day Power BI delivery model
  1. Scope
  2. Sandbox
  3. Parallel-run
  4. Cutover

Why Marketing Agencies pull Power BI integration the hardest

Marketing Agencies are constantly fighting retainer profitability and client reporting — and Power BI sits exactly in the middle of that workflow. Connectify pre-maps the Power BI entities the industry actually uses (not the entire vendor catalog) and wires DAX measure deploy pipeline manageable from Admin into the lifecycle that matters: order-to-cash. That is the difference between a connector that lights up a checkbox and an adapter that and ops finally trusts the data without manual reconciliation.

Commercial terms — one flat monthly plan, no setup fee

Connectify charges a monthly retainer sized to your message volume — no per-API-call gotchas, no per-seat surcharges, and no setup fee to get started. The Power BI adapter goes live only after it is reconciled and signed off by the team that will operate it inside the marketing agency workflow. A one-page exit clause hands you the code if you ever leave, so Connectify keeps the adapter working on month-end close to keep your business.

03Ships with

What the Power BI adapter ships with

Fig. 03 · Day-30 outcomes for the Power BI adapter
  • 30dgo-live
  • 99.95%adapter uptime target
  • no feesetup charge
  • 24/7monitored runtime
04Capabilities

Inside the Power BI adapter

  1. REST + XMLA endpoint coverage for dataset push and refresh
  2. Embedded analytics inside Connectify with AAD pass-through
  3. Row-level security mapping from Connectify roles
  4. Premium-per-user + Fabric capacity profiles supported
  5. DAX measure deploy pipeline manageable from Admin
05FAQ

Frequently Asked Questions

  1. Does it work with our existing Power BI licenses?

    Yes — the adapter rides on top of your existing Power BI subscription. We use service-principal or OAuth M2M credentials so the integration never burns a named-user seat and never pushes you into a higher tier.

  2. Can the Power BI adapter handle our custom fields?

    On first connection the adapter discovers every custom field, custom object and custom workflow inside your Power BI tenant and presents them as first-class mappings — you decide which to mirror, which to ignore, and which to enrich.

  3. Do we own the integration code at the end?

    Yes. The Connectify Power BI adapter ships with full source escrow rights — at any point you can request a snapshot of the code, configuration, and runbooks. We prefer you stay on our managed runtime, but you are never locked in.

  4. How long does the Power BI integration take to ship?

    Our standard window is thirty days from signed scope to live Power BI adapter in production, plus a one-week monitored stabilization phase. For Marketing Agencies, that includes a sandbox loop with your team, parallel-run reconciliation, and a documented runbook handed to your operations lead.

  5. Will this break our existing reports?

    No. The adapter writes through a versioned schema layer with full lineage. Existing reports, BI extracts and Excel pivot-tables keep working unchanged while new fields and new objects are added behind the scenes for the Power BI surface.

  6. How is data security handled?

    Tokens and credentials live inside a hardware-backed secret store with audit logging on every read. The Power BI adapter runs on isolated workers with deny-by-default egress, and every message is replayable from a tamper-evident journal for downstream forensics.

06Index

Power BI integration in other cities

Industries that pull Power BI the hardest

Other integrations in the same category

07Start here

Live in 30 days. No setup fee.

Book a free 30-minute strategy call. We'll map where Power BI sits in your operation and show you exactly what the adapter would do.

Schedule a 30-day integration call
  • Monthly base + 1% of eligible revenue
  • Unlimited builds
  • Month-to-month

No commitment. No sales pressure.