02-27-2023 08:01 AM
Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically without having to pull the report manually.
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02-27-2023 09:40 AM
Hi @rf-devin you could always opt to build custom reports on specific metrics and automate them to send to your email on any cadence you'd like. From there you could setup an auto-forward rule in your email to send to whatever data aggregator you're using. That or gain access to the API on the backend and connect it that way, if your third party software gives that option.
02-27-2023 09:40 AM
Hi @rf-devin you could always opt to build custom reports on specific metrics and automate them to send to your email on any cadence you'd like. From there you could setup an auto-forward rule in your email to send to whatever data aggregator you're using. That or gain access to the API on the backend and connect it that way, if your third party software gives that option.