Integration · Reports and data
Alori + Power BI, Excel and the API
Make a Reports key in Alori and give it to whoever runs your reports. Power BI, Excel or your data warehouse reads your records with it, and can't change anything.
What it does.
- 01
Read only
A Reports key reads your records. It can't add, change or delete anything.
- 02
Every record type
Customers, companies, contacts, deals, quotes, jobs, invoices, price items, notes, communications and tasks.
- 03
Your own fields too
Fields you added to your app come as their own columns, ready for a report.
- 04
One key per tool
Make a key for each tool. Revoke one and only that tool stops.
What moves between Alori and your reports
- RecordsFrom AloriEvery record of the type you ask for, a page at a time, oldest first.
- Custom fieldsFrom AloriEach field you added is its own column.
- Links between recordsFrom AloriAn invoice carries its customer's id, so your report can join them.
How to connect it
- 1In Alori, click Connectors, then Manage on API.
- 2Click New key, keep Reports (read only), and click Create key.
- 3Copy the key and give it, with the Base URL, to whoever sets up your reports.
Questions
Another question? Ask it when you start.
No. A Reports key only reads. Importing needs a separate Import key.
Up to 500 records a page and 120 requests a minute per key.
No. Reading your records with the API is included.
More integrations
- Facebook & InstagramAnswer Messenger and Instagram messages in Conversations, and get your Facebook and Instagram lead ads in your CRM.
- GmailEmails leave from your own address, and replies land on the customer's file.
- Website forms, Zapier and Google AdsSend leads from any form, Zapier or Google Ads lead forms to one private link, and they show up on your pipeline.
- ApolloFind a customer's email and phone number in one tap, right in your CRM.
- StripeCustomers pay invoices by card. Built in, nothing to set up.
- QuickBooks OnlineCustomers and invoices sync both ways, and paid invoices show as paid. No double entry.