SugarCRM Power BI Desktop Integration

Unlock the full power of your SugarCRM data with seamless integration to Microsoft Power BI Desktop. This connector enables you to extract, sync, and visualize CRM data in real time — helping you build interactive dashboards, advanced analytics, and actionable business insights without manual effort.

Whether you want to analyze Accounts, Contacts, Leads, Opportunities, Cases, or Custom Modules, this integration provides a fast, secure, and hassle-free way to turn your SugarCRM records into meaningful reports.

Key Features:

Direct Data Connection

• Effortlessly connect Power BI Desktop to your SugarCRM instance.
• Pull live data from core and custom modules
• Automatically detect relationships
• Combine SugarCRM data with other data sources inside Power BI

Real-Time & Scheduled Sync: Keep your Power BI dashboards always updated.

• On-demand refresh with a single click
• Support for scheduled refresh (Power BI Service)
• No need for CSV or manual exports

Custom Module & Field Support: Full flexibility for advanced analytics.

• Fetch data from any custom module created in SugarCRM
• Map custom fields and relationships
• Build highly tailored dashboards

Advanced Visualization & Insights: Transform SugarCRM data into interactive dashboards:

• Sales pipeline analysis
• Lead conversion reports
• Forecasting & revenue growth
• Marketing performance
• Customer lifecycle tracking

Secure & Easy Setup

• Connect using secure API authentication
• Simple configuration — no coding required
• Works with both Power BI Desktop and Power BI Service

Benefits

• Centralize your CRM and analytics in one place
• Reduce manual reporting errors
• Make informed business decisions with accurate CRM insights
• Empower sales, marketing, and support teams with real-time dashboards
• Monitor KPIs and performance trends effortlessly

Ideal For

Organizations using SugarCRM who want advanced, real-time analytics and data visualization using Microsoft Power BI Desktop — without depending on manual reports or complicated integration setups.

Please find Video for more details.

Create a report in Power BI

Requesting the Connector File:

To ensure secure distribution, the Power BI Connector (.mez) file is not included directly in the app package.

Once you have purchased the Plugin:

Please send us an email at info@echobitzit.com

Our team will verify your purchase and send you the required .mez Power BI Desktop Connector file within 24 hours.

Save the .mez file to the following directory on your system:

Windows Path: C:UsersUsernameDocumentsPower BI DesktopCustom Connectors

If the folder does not exist, create it manually.

About echoBitz IT Solutions Private Limited

We are mainly providing Odoo ERP and SugarCRM solutions. We have huge experience in Odoo ERP and SugarCRM Software Implementation, Customized Software Development, System Administration, Web Application Development, Odoo E-commerce Website Development, Responsive Website Designing and IT Infrastructural Designing, Implementation as well as Enhancement.

echoBitz IT Solutions Private Limited is a reputed Odoo ERP and SugarCRM Software Development IT company in India, Providing reliable ERP software solutions based on Odoo (open source ERP) for Manufacturing and Service Industries. Additionally We are also involved in providing ERP implementation for Sale, Purchase, Inventory, Customer Relationship Management (CRM), Project Management, Human Resource Management, Point Of Sale Solution and all other small to large enterprises.

At echoBitz IT Solutions Private Limited, we assure excellent quality of Odoo ERP and SugarCRM Software implementation as well as other services along with dedicated support. Thus echoBitz IT Solutions Private Limited provides solutions for clients.