This article will guide you through creating a Popdock API endpoint so that you can get the data from a list to Power BI.
How to Add an API Endpoint
1. Select Developer from the left navigation to open the Developer page.
2. Select API endpoints from the left Settings menu.
3. Select Click here to add an endpoint.
4. Complete the Add endpoint form with the name for the endpoint, the connector you want to use, the company if needed, and the list you want to use. In this example, the Business Central connector is being used, along with the Cronus company, and the Sales invoice list. If you have a favorite saved, you can also select your favorite. Once you have it completed, select Add endpoint.
5. Your API endpoint is now created. Select the Copy icon to copy the URL. Now you can go to Power BI to configure the data connection to the endpoint.
6. In Power BI, select Get Data and then select Web.
7. When the From Web window appears with the option to select Basic or Advanced, you will want to select Advanced. You can then add more information for the connection to Popdock.
Select the first box under URL parts and paste the API endpoint that you have copied earlier. At the end of the URL that you pasted make sure it has “?format=csv” or you can manually add it to the end of the URL. For example, “https://api.popdock.com/api/v1/favorite/Business Central Sales Invoices?format=csv”.
8. In Popdock, go to your Profile dropdown menu and select Edit Profile. Select Tokens from the left navigation.
9. Here you will see tokens that have been created for your Popdock account, select Add token to generate a new token to be used with Power BI. Enter a description and the user you want to assign the token to. Then select Add token.
10. Now find the token you created, highlight, and copy it to your clipboard.
11. Return to Power BI and find the section of the form for HTTP request header parameters (optional). Select Authorization from the dropdown menu for the first box. Then in the second box type “Bearer ” with a space after it. Paste the token so that it looks like this example “Bearer f1723303-e557-425e-8b3e-a5e2c16ec270”. Once you have this complete, then select OK.
12. When the Access Web content window appears, leave the selection on Anonymous, but make sure the Select which level to apply these settings to dropdown has the full URL selected. Then select Connect.
13. The connection should be successful and the data from the list should show as a table on the load window.
14. If everything looks correct, select Load and your data is now available to show in Power BI.
Questions on creating API Endpoints for Power BI? Contact email@example.com.