Help Scout to Power BI

Automatically Export & Sync Help Scout Data to Power BI

Help Scout
a black arrow pointing to the right
Power BI
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

CompanyReport-Last X days
Date Rangable
Conversations-Last X days+Threads
Date Rangable
Filterable
Pre-blended combo set CONVERSATION-THREADS
Customers-Alltime
Customers-Last X days
Date Rangable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Help Scout.

If you only need to export your data one time, check the website of Help Scout to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Help Scout.
Help Scout is a provider of help desk software headquartered in Boston Massachusetts.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Opening CSV or XLSX in PowerBI

The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Help Scout from the Data Source dropdown and Power BI from the Data Destination dropdown.

Step 2

Authorize Help Scout with your credentials using the OAuth flow.

Step 3

Authorize Power BI with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 4 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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