Follow Up Boss to Microsoft Power BI Integration
AI-first ETL from Follow Up Boss into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Microsoft Power BI
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.
Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.
Ideal for Microsoft-stack self-serve reporting.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.
How Follow Up Boss entities map to Microsoft Power BI
| Follow Up Boss entity | Microsoft Power BI object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → flattened columns (nested fields expanded) |
| people | follow_up_boss_people | id PK · linked to follow_up_boss_leads |
| deals | follow_up_boss_deals | id PK · linked to follow_up_boss_leads |
| action plans | follow_up_boss_action_plans | id PK · linked to follow_up_boss_leads |
FAQ
How does Datrise handle Follow Up Boss's custom fields in Microsoft Power BI?
Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.
How does the Follow Up Boss to Microsoft Power BI sync stay up to date?
It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.
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Early access
Connect Follow Up Boss to Microsoft Power BI the easy way
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