Learn how to seamlessly integrate BigCommerce order details into Microsoft Power BI using Pabbly Connect for automated reporting and analysis. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To integrate BigCommerce with Microsoft Power BI, we will utilize Pabbly Connect. This powerful integration tool allows you to automate tasks between applications without any coding knowledge. First, log into your Pabbly Connect account or create a free account if you haven’t done so already.
Once logged in, navigate to your Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’ and name your workflow something like ‘Add BigCommerce Order Details to Microsoft Power BI.’ Click on ‘Create’ to proceed.
2. Creating a Trigger for New Orders in BigCommerce
In this step, we will set up the trigger to capture new orders from BigCommerce using Pabbly Connect. Select BigCommerce as your trigger application and choose the trigger event ‘New Order Created.’ This means that every time a new order is placed, Pabbly Connect will capture the details for further processing.
- Select BigCommerce from the application list.
- Choose the trigger event ‘New Order Created.’
- Click on ‘Connect’ to establish the connection.
After connecting, Pabbly Connect will prompt you to create an API key in your BigCommerce store. Follow the instructions to generate the key, which includes setting permissions for accessing orders and customer information. Once the API key is created, copy it and paste it back into Pabbly Connect to complete the setup.
3. Capturing Order Details from BigCommerce
After setting up the trigger, it’s time to capture the order details through Pabbly Connect. Click on the ‘Save and Send Test Request’ button. This action will prompt you to create a test order in your BigCommerce store to generate a response.
Place a dummy order in your BigCommerce store and ensure it has the necessary details such as customer name, email, and product information. Once the order is placed, return to Pabbly Connect, and you will see that the order details have been captured successfully. This includes the order ID, customer information, and product details.
4. Sending Data to Microsoft Power BI Using Pabbly Connect
Now that we have captured the order details, the next step is to send this data to Microsoft Power BI. In your Pabbly Connect workflow, add a new action step and select Microsoft Power BI as the application. Choose the action event ‘Add Rows in a Specific Dataset in Group’ to send the captured order details.
Connect your Microsoft Power BI account to Pabbly Connect by allowing necessary permissions. You will then select the group ID and dataset ID where you want to send the order details. Ensure you create a dataset in Power BI that matches the order details you want to track.
- Select the correct group ID from your Power BI workspace.
- Choose the dataset ID where order details will be sent.
- Map the captured order details to the corresponding fields in Power BI.
Once you have mapped the fields, click on ‘Save and Send Test Request’ to verify that the data is sent correctly to Microsoft Power BI. You should see the order details reflected in your Power BI report automatically.
5. Conclusion: Automating Order Tracking with Pabbly Connect
In conclusion, integrating BigCommerce with Microsoft Power BI through Pabbly Connect streamlines the process of tracking orders and generating reports. By automating this workflow, you can ensure that your reports are always up-to-date with the latest order information.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect allows you to focus on growing your business while it handles the repetitive tasks of data entry and reporting. Start using Pabbly Connect today to enhance your eCommerce operations and make data-driven decisions with ease.