Connecting Power BI, Excel or a data warehouse

1. Create a read-only key

1. Settings → API & webhooks → API keys.
2. Name it (e.g. “Power BI”) and choose Read only.
3. Copy the key — it's shown once.

2. Point your tool at a feed

• Data dictionary (every dataset, its columns and types): GET /api/v1/data
• JSON: GET /api/v1/data/tasks (also assignments, change_sets, daily_logs, punch, rfis, risks, budget, invoices, time)
• CSV: add ?format=csv
• One project: &projectId=… Fewer columns: &columns=project,name,finishDate
• Large tables page with &limit= and &offset=; JSON pages include a next link.

Power BI / Excel

1. Get Data → Web → Advanced.
2. URL: https://<your Construction Company Software address>/api/v1/data/invoices?format=csv
3. Add a header: Authorization = Bearer <your key>.
4. Load, then set a scheduled refresh.

Warehouse loaders and scripts

Use an OAuth app instead of a static key if your tool supports client credentials: Settings → API & webhooks → OAuth apps. Exchange the client id and secret at POST /api/v1/oauth/token for a token that expires in an hour. For change-by-change sync use webhooks.