ℹ️ Internal article. This action is an internal CRS operations job and is not intended for customer use. Contact support if the functionality is of interest to you.
Power BI – setup (one-time). One-time per-tenant setup that creates the Power BI target SQL database and all sync tables, optionally dropping or resetting them, then prints the connection string to use in the Power BI Sync action.
Power BI – sync (daily). Runs a daily delta sync from Sapera into the Power BI SQL database for dashboards; run Power BI Setup once first, and the first run automatically performs a full sync.
The action is an internal operations job that runs on a schedule at CRS. It requires administrator rights and direct database access and is not part of a normal customer setup.
Parameter | Explanation |
| Name of the database to create or reuse; may contain only letters, digits, underscores and hyphens. |
| When enabled, drops and recreates all tables; use only when the schema has changed. |
| When enabled, truncates all synced data so the next sync run becomes a full re-sync. |
| Password for the SQL admin login. |
| SQL login with permission to create the database and its tables. |
| SQL Server host (and optional port) where the Power BI database is created, on-premises or Azure SQL. |
| Whether to trust the server TLS certificate; set false for Azure SQL and true for on-premises self-signed certificates. |
Parameter | Explanation |
| Connection string to the target Power BI SQL database that receives the synced data. |
| Path to reporting_groups.json; relative paths are resolved next to the SyncTool executable. |
| Sapera branch name used to build the database name; usually master. |
| Connection string to the Sapera SQL database the data is read from. |
| Tenant domain name; the tenant id and schema are looked up from the ApplicationBuilder Tenants table at runtime. |
| Sapera platform name used to build the database name Crs#Platform#Branch#Module. |
| Optional cutoff date (yyyy-MM-dd) before which stock and non-stock entries are collapsed into one opening-balance row per key; leave empty to sync all history. |
See also the overview SyncTool – actions.
