Connect BI (Power BI/Tableau) and Zapier/Make

Generate your own API key and connect BI and automation tools to your CRM data, with no external account of ours.

You can connect BI tools (Power BI, Tableau, Looker) and automation tools (Zapier, Make, n8n) directly to your CRM database. No external account of ours is needed: you generate an API key inside the CRM itself and connect it to the tool. Everything is read-only and restricted to your tenant's data.

Prerequisites

• An account in a BI tool (Power BI, Tableau, Looker Studio) or automation tool (Zapier, Make, n8n) that can consume a REST/JSON API with an authentication header.
• In Sellio, administrator access to generate the API key in Settings → API.

1) Generate an API key

1. Open Settings → API.
2. Create a new API key and copy the value (it starts with sk_ and appears only once, so treat it as a password).
3. In the tools, send this key in the header: Authorization: Bearer sk_...

2) Data endpoints (the "tables")

• GET /api/v1/objects: lists the available objects (the tables the BI can read).
• GET /api/v1/data/{object}: the object's records flattened into rows, with stable columns: id, created_at, updated_at, owner_id and one column per field (the field's api_name).

Pagination: use ?page=1&pageSize=100 (or ?limit= and ?offset=). The maximum pageSize is 200. The response carries object, columns (name and type of each column), page, pageSize, total and rows.

3) Power BI / Tableau / Looker

1. In Power BI: Get Data → Web; in Tableau: Web/JSON connector; in Looker Studio: JSON/URL connector.
2. Point to the data URL, for example https://YOUR-CRM/api/v1/data/opportunity
3. Add the Authorization header with the value Bearer sk_... (your API key).
4. The columns are stable and typed, so you map them once and the report keeps working as new records come in.

4) Zapier / Make / n8n

• Polling trigger ("New/Updated record"): query GET /api/v1/data/{object}?updated_since=<ISO> (or created_since=<ISO>) to receive only what changed or was created since the last check. The most recent records come first.
• Instant trigger: in Settings → Webhooks, create an outbound webhook and point the URL to Zapier's "Catch Hook" (or Make/n8n's "Custom Webhook"). On each record created/updated, the CRM sends the signed event (HMAC) instantly.

In Settings → Integrations, the "BI & External automation" card gathers the endpoint links and the shortcut to generate the API key.

How to test

1. Quick: open GET https://YOUR-CRM/api/v1/objects with the header Authorization: Bearer sk_... (in a browser with an extension, in Postman or with curl) and check the object list.
2. Read data: call GET /api/v1/data/opportunity?pageSize=5 and confirm the rows include the columns id, created_at, updated_at, owner_id and the fields.
3. In BI: build the connection pointing to the data URL and check that the columns appear typed; in Zapier/Make, trigger the test and see the record arrive.

Troubleshooting

• 401 Unauthorized: the API key is missing, wrong or was not sent as "Authorization: Bearer sk_...". Generate a new one in Settings → API (the value appears only once) and reconfigure the tool.
• 404 on the endpoint: check the URL. Objects are at /api/v1/objects and data at /api/v1/data/{api_name}. Use the object's exact api_name (not the localized label).
• Only a few rows come back: results are paginated. Use ?page=1&pageSize=200 (max 200) and iterate the pages; for incremental reads, use ?updated_since=<ISO>.
• Instant webhook does not fire: confirm the outbound webhook in Settings → Webhooks points to the "Catch Hook" (Zapier) / "Custom Webhook" (Make/n8n) and is active. The CRM signs the send (HMAC), so validate the secret if the tool requires it.
• I only read my data: correct. Each API key is isolated to the owning tenant, so it never sees another company's data.

Open this article inside the system →