Suppose you are running a multi-company or even have a few accounts with different companies in Precoro. In that case, you still could easily retrieve the data to Power BI from each company simultaneously.
Yet, there are some differences in the processes of setting up the connection and scheduling automated data refresh for two or more companies. They are covered below.
- How to Set Up the Power BI Connector for Two or More Companies
- How to Set Up a Scheduled Refresh in Power BI with Data from Two or More Companies
How to Set Up the Power BI Connector for Two or More Companies
For setting up the connection to the first company, follow the steps described in How to Set Up the Power BI Custom Connector. Make sure you remembered (or better saved somewhere) the company name you used during the authentication (Step 3, point 5).
Then, before connecting second or more companies, retrieve the API token for each of them, following the same approach as for the first one.
After retrieving the needed data from the first company, use the Get Data → More (...) menu one more time and launch the Precoro API connector. In the opened window, provide the NEW company name. Under this name, Power BI will store the credentials for your second company (so save it for the future, too).
Then, use your email and API token for the second company to finish the login.
That is all! If you need to connect to three or more companies, follow the same steps as described above.
You can also use the Recent Sources menu to switch between companies when working with data loading and transformation via Power BI Desktop.
How to Set Up a Scheduled Refresh in Power BI with Data from Two or More Companies
Follow the same steps described in How to Set Up a Scheduled Refresh for Power BI.
The only difference between the two or more companies will be at the moment of setting up the credentials (Step 3). Additional information on how to go through this step is provided below.
Option 1. On-premises Data Gateway (standard mode)
Skip and move to option two if you're using the personal mode of Date Gateway.
So, while using the on-premises gateway in standard mode, the only difference at this step is that you'll have to manually set up a data source for each company you have connected to via the Manually add to gateway link:
The process is totally the same as for one company, just set up as many data sources as the number of companies you've connected to.
Then, map these data sources and click Apply:
That's it! You've done with gateways and now could move directly to step 4, where you'll set up the scheduled refresh.
Option 2. On-premises Data Gateway (personal mode)
The only difference for the on-premises gateway running in the personal mode at this step is that you'll need to provide your credentials for each company in the Data source credential section:
The company name for which the credentials are needed will be displayed in the popped-up window:
Edit credentials for all companies you are connected to. After, you'll see a success message at the top right corner:
That's it! You've done with gateways and now could move directly to step 4, where you'll set up the scheduled refresh.