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Connect Power BI to the Nektar API

Get advanced reporting and visualizations using Microsoft Power BI

Written by Mike Maat
Updated over a week ago

The Nektar Power BI Connector lets you pull your Nektar data directly into Power BI Desktop, so you can build reports and dashboards using your CRM and revenue data.

⚠️ Beta

This connector is currently in beta. If you run into issues, our support team is happy to help.

What you’ll need

Before getting started, make sure you have:

  • Power BI Desktop installed on a Windows machine

  • Nektar API credentials (Client ID and Client Secret) with the Read:Datasets scope enabled

If you don’t have API credentials yet, you can create them in Nektar under
​Company Settings → API Credentials.
Be sure to check Read:Datasets when creating the credentials.

Step 1: Install the Nektar Power BI connector

  1. Download the connector file.

  2. Open your Documents folder.

  3. Locate (or create) the following folders:

    • Power BI Desktop

    • Custom Connectors

  4. Copy the Nektar.Integrations.PowerBIConnector.mez file into this folder:

Documents\Power BI Desktop\Custom Connectors\

Step 2: Enable custom connectors in Power BI

Power BI blocks third-party connectors by default. You’ll need to allow them once.

  1. Open Power BI Desktop

  2. Go to File → Options and settings → Options

  3. Select Security from the left menu

  4. Under Data Extensions, choose
    ​ Allow any extension to load without validation or warning

  5. Click OK

  6. Restart Power BI Desktop
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Step 3: Connect to Nektar

  1. In Power BI Desktop, click Get Data from the Home ribbon

  2. Search for Nektar

  3. Select Nektar and click Connect

  4. If you see a third-party connector warning, click Continue

  5. Enter your API credentials:

    • Client ID

    • Client Secret

  6. Click Connect
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Step 4: Select and load your data

After connecting, the Navigator window will appear.

Here’s how the data is organized:

  • Folders
    Matches the folder structure you see in Nektar

  • Datasets
    Found inside folders (or at the root level)

  • Data sources
    Individual tables you can load into Power BI

You can:

  • Check one or more data sources and click Load to import them

  • Click Transform Data to open Power Query and shape the data before loading

Refreshing your data

To pull in the latest data from Nektar, click Refresh in the Power BI Home ribbon.

ℹ️ Scheduled refresh

Refreshing data in the Power BI Service (cloud) requires a Power BI Gateway. Contact Nektar support if you need help setting this up.

Troubleshooting

The Nektar connector doesn’t appear in “Get Data”

  • Confirm Nektar.Integrations.PowerBIConnector.mez is located in:

    Documents\Power BI Desktop\Custom Connectors\

  • Make sure custom connectors are enabled (see Step 2)

  • Restart Power BI Desktop


“Unable to get Datasets / Datasources” error

Your API credentials don’t have the required permissions.

  • Go to Company Settings → API Credentials in Nektar

  • Ensure Read:Datasets is enabled

  • Reconnect using the updated credentials


No data appears for a data source

  • The dataset may not contain data yet — verify it in Nektar

  • Click Refresh in Power BI to reload the data


Connection fails or times out

  • Check your internet connection

  • Make sure api.nektar.io is reachable

  • Verify your Client ID and Client Secret

  • If credentials have expired, generate new ones in Nektar

Need help?

If you’re stuck or something doesn’t look right, reach out to our support team — we’re happy to help you get set up.


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