Freshworks CRM ODBC Driver for Power BI Connection

Accessing the Freshworks CRM database can be fast and seamless by using the Open Database Connectivity (ODBC) solution. Providing full interoperability, the ODBC driver for Freshworks CRM allows you to access live Freshworks CRM data directly from Power BI. It enables you to retrieve data to Power BI, and review and modify these data right in this application.

Freshworks CRM Key Features

  • Customization and flexibility
  • Forecasting and analytics
  • Files sync and share
  • Sales automation

Power BI Key Features

  • Interactive data visualization
  • Data modeling and transformation
  • Collaboration and sharing
  • Integration with other Microsoft tools
Native Connectivity to Freshworks CRM

Direct Connection

Our data connector enables various ODBC-aware applications to establish a direct connection to Freshworks CRM via TCP/IP to eliminate the need for a Freshworks CRM client. A direct connection increases the speed of data transmission between Power BI and Freshworks CRM for real-time analytics. It streamlines the deployment process since there is no need to distribute any additional client-side software with the ODBC driver for Freshworks CRM.

What are some reasons to choose Devart ODBC Driver for Freshworks CRM?

Integration

Integration

ODBC Driver for Freshworks CRM is compatible with Power BI allowing extraction of data by executing SQL statements.

Platforms Variety

Platforms Variety

ODBC Driver for Freshworks CRM can be used with 32-bit and 64-bit applications on both x32 and x64 platforms, so there is no need to additionally configure the driver, applications, or environment.

Fully Unicode-Compliant Driver

Fully Unicode-Compliant Driver

With our fully Unicode-compliant driver, you can properly retrieve and modify any data in multilingual Freshworks CRM databases, regardless of their character set: Latin, Cyrillic, Hebrew, Chinese, etc., and in any language environment.

How to download, install, and configure ODBC Driver for Freshworks CRM?

Download the driver. Run the installer and follow the instructions in the wizard. Open ODBC Data Sources. In the System DSN tab, click Add. Select the needed driver and click Finish.
In the License tab of the Configuration dialog, click Input Activation Key and enter your key. Click OK.
In the General tab of the Configuration dialog, fill in the fields with the database connection data. To test the connectivity, click Test Connection. To save the DSN, click OK.
Tools

How to connect Power BI to Freshworks CRM data source and access data in 3 steps

Install the driver and configure an ODBC data source in the driver settings

01.Install the driver and configure an ODBC data source. Start Power BI and choose Get Data > Other > ODBC.

Install the ODBC driver for Power BI
Start SQL Server Management Studio and create a linked server

02.Choose the DSN that you configured for the ODBC Driver and enter your credentials in the next step.

Choose ODBC DSN in Power BI
Run a query against the data storage

03.Now Power BI database connection is established: you can load a table for business intelligence reporting.

Retrieve ODBC database to Power BI

Advantages of Connectivity to Freshworks CRM from Power BI via ODBC Driver

Secure Connection

Secure Connection

Every operation with Freshworks CRM becomes significantly faster using such capabilities of our driver as local data caching, connection pooling, and much more.

Working with Power BI using Multiple Functions

Working with Power BI using Multiple Functions

Using Power BI, you can create tables, add data, select, delete, sort, edit, combine data from several database tables, and find unique values quickly and easily.

ODBC Conformance

ODBC Conformance

The driver fully supports the ODBC interface, its data types, and functions. It offers advanced connection string parameters and allows any ODBC-compliant desktop or web application to connect to Freshworks CRM from Power BI on various platforms.

Simple SQL Querying on Power BI Files

Simple SQL Querying on Power BI Files

Power BI processes SQL through its SQL dialect. Using ODBC connection, it is simple to execute different SQL queries to retrieve entire tables or specific columns from Excel, filter data, formate data, numbers, etc.

Cost-Effective Deployment

Cost-Effective Deployment

Installing the driver is easy with the standalone installation file. There is no need in deploying and configuring any additional software which results in a reduction in deployment costs.

Sharing Your Data with Excel

Sharing Your Data with Power BI

You can share your data with other users in Power BI quickly and easily. Upload your Power BI data to the SharePoint lists so that it can be available for you and others to use to create reports, data models, dashboards, etc.

Popular Power BI Integrations Using ODBC Driver