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As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.
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  • Power BI integration

    Hi all, Has anyone successfully connected Method to Power BI for reporting? We’re looking to bring in the Sales Orders, Invoices, and Estimates tables, either using the API, or any other approach. Would really appreciate any advice, examples, or pointers to documentation that helped you get started. Thanks in ...
    Posted to Method:API Q&A (Forum) by CBMA_B on 05-05-2025
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