Connect Power BI + ZOHO Books with no-code integration in a few clicks

Integrate Power BI to ZOHO Books easy, secure and without limits using visual builder and powerful API connectors

Looking for Power BI and ZOHO Books integration service?

Using Onlizer you can connect Power BI with ZOHO Books, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Power BI + ZOHO Books

Onlizer provides you with all required tools to setup connection and send info between Power BI and ZOHO Books automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Power BI and ZOHO Books accounts

2

Integrate

Customize your Power BI to ZOHO Books integration

3

Launch

Run automation Power BI + ZOHO Books online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect ZOHO Books as data source and import data and insights with integration to Power BI and other BI services

Onlizer BI integrates data from your ZOHO Books to Power BI and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Connect ZOHO Books to Power BI
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Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of Power BI to ZOHO Books with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Power BI and ZOHO Books with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Power BI + ZOHO Books
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Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case
Power BI

With Power BI API integrations, you can connect your data sources, automate your reporting and analysis, and gain deeper insights into your business. Connect your data sources to Power BI via Onlizer, to set up automated workflows that update your reports and visualizations in real-time as new data becomes available. With Onlizer Notify export and send Power BI PDF reports to WhatsApp, Viber, and Telegram daily or by custom schedule.

Read more about Power BI integrations
ZOHO Books

Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow. Integrate Zoho Books API with services like WhatsApp to send invoices and PDF recipes, Looker Studio and Power BI to export reports data and hundreds more to automate your processes.

Read more about ZOHO Books integrations

Power BI + ZOHO Books integration ideas

Support or submit Power BI and ZOHO Books integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Create or update ClickUp task from Zoho Books
Upvote: 1
Request Power BI + ZOHO Books integration Check all Power BI + ZOHO Books suggestions

Explore Power BI and ZOHO Books integration features

You can easy create integration for Power BI and ZOHO Books using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Export Report To PDF in Power BI

Exports Power BI Report as PDF file daily at selected time

Try trigger Trigger
Export report to PNG in Power BI

Exports selected Power BI report to one or multiple PNG images. Specific export schedule can be specified

Try trigger Trigger
Invoice created in ZOHO Books

Trigger activates when new invoice was created

Try trigger Trigger
Invoice paid in ZOHO Books

Trigger activates when invoice is paid in Zoho Books organization

Try trigger Trigger
Connect data source in Power BI

Allows to connect service data source connected with Onlizer BI to Microsoft Power BI

Try action Action
Export report to PDF in Power BI

Exports Power BI Report as PDF file

Try action Action
Get reports in Power BI

Returns basic information about reports in selected workspace

Try action Action
Get workspaces in Power BI

Returns workspaces list

Try action Action
Get Invoice as PDF in ZOHO Books

Returns invoice in PDF document format

Try action Action
Get organizations in ZOHO Books

Returns list of organizations

Try action Action
Get warehouses in ZOHO Books

Returns list of warehouses for Zoho Books organization

Try action Action

FAQ

Connect Power BI and ZOHO Books in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Power BI and ZOHO Books to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Power BI and ZOHO Books accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Power BI to ZOHO Books online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Power BI and ZOHO Books seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like ZOHO Books when event occured in Power BI or when data changed in ZOHO Books to perform action in Power BI. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Power BI and ZOHO Books to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Power BI and ZOHO Books with 300+ services like: