Digital marketing campaigns have become one of the most beneficial ways to promote products and services, as it allows organizations to reach out to more customers, markets, geographies, etc. It helps them build a vast and diverse customer base, thereby helping them boost customer retention, generation, and profits. Running a fruitful or profitable marketing campaign requires businesses to have a holistic understanding of their customers, which allows them to optimize their content to make it more appealing, customer-centric, and provide a more personalized experience. One such tool that can help organizations and marketers achieve this is Salesforce Pardot. It allows them to deliver dynamic and personalized content, offers and experiences to their customers, thereby boosting profits and customer growth.

This article aims at providing you with a step-by-step guide to help you set up Pardot Power BI integration for a fruitful analysis of your marketing data. Upon a complete walkthrough of the content, you will be able to visualize your Salesforce Pardot data using Power BI with ease! It will help you draw crucial insights about your marketing performance and customers. You will be able to provide an enhanced personalized experience to your customers, target them better, & carry out analytics on your customers’ entire journey across numerous channels.

Introduction to Salesforce Pardot

Salesforce Pardot Logo: Pardot Power BI
Image Source: Pardot

Salesforce Pardot is a robust B2B marketing automation & lead nurturing platform that helps marketers set up automated email-based sales and marketing campaigns. With Salesforce Pardot in place, marketers can keep track of the effectiveness and performance of their marketing campaigns & strategies across various channels by monitoring how a user interacts with their offerings such as ads, marketing emails, etc. 

It houses an intuitive & easy use UI and allows marketers to draw crucial insights about their customers/prospects by monitoring their entire journey taking into consideration numerous actions such as clicks, opens, emails views, forms, etc. Using Salesforce Pardot, marketers can further segment customers based on their behavior, preferences, and a lot more and target them better with personalized, dynamic, and interactive offerings such as offers, ads, emails, landing pages, etc. 

For further information on Salesforce Pardot, you can check the official website here.

Introduction to Power BI

Power BI Logo: Pardot Power BI
Image Source: Icons Icons

Power BI is an intuitive and one of the most popular business intelligence tools by Microsoft that allows users to aggregate, analyze, visualize, and create & share compelling business reports across their teams.  It provides robust integration support with a variety of sources such as Excel, cloud-based or on-premises data warehouses, and many more, allowing teams to convert their data into immersive and actionable insights.

Power BI is available across three different platforms, namely Power BI Desktop for Windows, Power BI Service, a SaaS application, and Power BI Mobile, an iOS and Android app.

For further information on Power BI, you can check the official website here.

Understanding the Need to Set Up the Pardot Power BI Integration

Salesforce Pardot provides users with crucial insights about the numerous metrics such as the location of prospects, average time on collaterals, origin, etc. allowing marketers and users to analyze this data and make data-backed decisions to optimize their marketing efforts. Salesforce Pardot further houses support for Salesforce Lightning and lets users report on their Salesforce Pardot data. However, reporting and customization abilities provided by Salesforce Lightning are minimal, and hence you will need to have a robust BI tool such as Power BI in place. Power BI houses support for data exploration, analytics and reporting. It can be used as an online service or as an on-premise deployed solution.

Ways to Visualise Salesforce Pardot Data using Power BI

Method 1: Using Salesforce Pardot APIs to Set Up Pardot Power BI Integration

Using Salesforce Pardot API-based Python code scripts to set up the Pardot Powe BI integration is one way. This method requires you to install the PyPardot Python library on your system, establish a connection with your Salesforce Pardot instance using a Python object and then fetch and transform your data into CSV files. You can then import these CSV files containing your Salesforce Pardot data into Power BI.

Method 2: Using Hevo Data, a No-code Data Pipeline

A fully managed, No-code Data Pipeline platform like Hevo Data, helps you integrate data from Salesforce Pardot and numerous marketing applications and visualize it in your desired BI tool such as Power BI in real-time, effortlessly. Hevo, with its minimal learning curve, can be set up in a matter of minutes making the users ready to load data without compromising performance. Its strong integration with various sources such as databases, files, BI tools, marketing applications, etc. gives users the flexibility to bring in data of all different kinds in a way that’s as smooth as possible, without having to write a single line of code.

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Prerequisites

  • Working knowledge of Power BI.
  • Working knowledge of Salesforce Pardot.
  • A general idea about APIs.
  • A general idea about Python and its libraries.

Methods to Set Up Pardot Power BI Integration

There are multiple ways in which you can set up the Pardot Power BI integration:

Method 1: Using Salesforce Pardot APIs to Set Up Pardot Power BI Integration

Salesforce Pardot provides users with a diverse set of APIs, allowing them to retrieve and interact with data programmatically. Salesforce Pardot lets users authenticate either by using the API keys or using the Salesforce OAuth authentication, ensuring that each transaction remains safe. Implementing this authentication through custom scripts adds an unwanted overhead. Hence it is recommended to use one of the Salesforce Pardot client libraries to simplify this. Salesforce Pardot client libraries are available in PHP, Python, and Java. Here, you will be leveraging the Python library known as PyPardot.

You can implement this using the following steps:

Step 1: Installing and Configuring Salesforce Pardot’s Python Library

To start setting up Pardot Power BI integration using Salesforce Pardot APIs, you first need to install the PyPardot Python library on your system. To do this, you can use the pip command as follows:

pip install pypardot4

Once you’ve installed the Python library, you now need to import the CSV and Salesforce Pardot API class on your system. To do this, you can use the following lines of code:

import csv
from pypardot.client import PardotAPI

With your Salesforce Pardot API class now installed, you now need to authenticate your Salesforce Pardot account. To do this, you first need to get your Salesforce Pardot user key, found under my settings option of your Salesforce Pardot application. Once you’ve fetched it, you now need to create a Salesforce Pardot client by specifying your username, password, user key, etc. as follows:

pardot_client = PardotAPI( email='your_email',password='your_password',
                                     user_key='your_user_key' )
p.authenticate()

The script authentication lasts only for an hour. Hence, if you’re working with an application that will run for a long duration, you will have to reinitialize the script at an hourly interval.

This is how you can install and configure the Python library for your Salesforce Pardot instance to start setting up Pardot Power BI integration.

Step 2: Querying Data using Salesforce Pardot API

Once you’ve established the connection with Salesforce Pardot, you can now start querying and fetching data by leveraging the Salesforce Pardot API. For example, if you want to query data about email clicks that provide insights about the user that clicked on the email marketing campaigns, you can do so using the following lines of code:

email_click_data = p.emailclicks.query(created_after='yesterday')
results = email_click_data[‘total_results’]

You will now be able to see a response in the form of a Python dictionary, and you will have to extract data associated with the key, ‘total_results’ to get the list of clicks.

This is how you can query data from Salesforce Pardot using APIs to set up Pardot Power BI integration.

Step 3: Transforming Salesforce Pardot API Response into CSV Files

With Salesforce Pardot API now fetching data, you now need to convert and write the API responses as a CSV file. For example, if you’re fetching data about email clicks, you can use the following lines of code to save it as a CSV file:

with open('email_clicks.csv', 'w', newline='') as file:
           writer = csv.writer(file)
           for email_click in results[‘emailClick’]
                   id = email_click.get(‘id’)
                   prospect_id = email_click.get(‘prospect_id’)
                   list_email_id = email_click.get(‘list_email_id’)
                   created_at = email_click.get(‘created_at’)
 			 
           writer.writerow([id,prpospect_id,list_email_id,created_at]

The above snippet extracts the prospect’s identifier, email, and click time from the click data. These details are available as a CSV file called click_data.csv

Salesforce Pardot provides users with numerous other objects and other attributes apart from email clicks, IDs, etc. You can click here to check out the official documentation to learn more about these.

This is how you can transform the Salesforce Pardot API responses into CSV files to set up Pardot Power BI integration.

Step 4: Loading Salesforce Pardot Data to Power BI as CSV Files

Importing CSV Data into Power BI: Pardot Power BI Integration.
Image Source: excelk

Once you’ve fetched data from Salesforce Pardot as CSV files, you can now import it into Power BI. To do this, you can leverage the get data functionality provided by Power BI. You can locate the get data option under the home menu. Once you’ve found it, click and select the CSV option from the drop-down list. A new window will now open up on your screen from where you can choose the desired CSV file located on your system that contains your data. Click on load to start importing the CSV file to your Power BI instance.

This is how you can set up Pardot Power BI integration using Salesforce Pardot APIs.

Limitations of using Salesforce Pardot API Based Code Snippets

  • To get data in real-time in your Power BI instance, you will have to either develop a custom connector for Salesforce Pardot or implement a database solution, requiring you to have technical and development skills.
  • Salesforce Pardot APIs have a rate limit associated with them. Hence, you will have to develop a code that helps ensure that you work around the rate limit.
  • Salesforce Pardot APIs allow fetching a maximum of 200 results/request and thereby follow a paginated approach. Hence, you will have to incorporate code that helps ensure this.

Method 2: Using Hevo Data, a No-code Data Pipeline

Hevo Data Logo: Pardot Power BI

Say goodbye to the tedious challenges of unifying your marketing data! Use Hevo Data, a No-Code Data Integration Platform, to connect Salesforce Pardot with various marketing applications to bring in integrated data in a matter of minutes and visualize it in Power BI. It is the ideal solution for creating a single source of truth for marketing. Hevo is fully managed and completely automates the process of not only bringing in your data from multiple sources but also transforming it into a cleaned and analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Gone are the days of sitting down and manually optimizing your data to get rid of inconsistencies, silos, and managing data losses. Hevo takes care of all your pre-processing needs and lets you focus on key business activities and develop a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability.

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Steps to use Hevo Data

Hevo focuses on three simple steps to get you started:

  • Connect: Connect Hevo with Salesforce Pardot and various other sales & marketing data sources by simply logging in with your credentials.
  • Integrate: Consolidate your marketing data from several sources in Hevo’s Managed Data Integration Platform and automatically transform it into an analysis-ready form.
  • Visualize: Connect Hevo with your desired BI tool such as Power BI and visualize your unified marketing data easily to gain better insights.

Check out what makes Hevo amazing

  • Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a safe & consistent manner with zero data loss.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects schema of incoming data and maps it to the destination schema.
  • Minimal Learning: Hevo, with its interactive UI, is simple for new customers to work on and perform operations.
  • Robust Integration with BI tools: Hevo supports connecting with numerous BI tools such as Tableau, Looker, PowerBI, etc. in a matter of minutes and lets you analyze your sales & marketing data in a completely secure and hassle-free manner in real-time.
  • Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
  • Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
  • Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
  • Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.

Conclusion

This article teaches you how to set up Pardot Power BI integration with ease. It also provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. Carrying out an in-depth analysis of your marketing data requires you to integrate data from a diverse set of marketing data sources.

Integrating such diverse data can be challenging and tiresome, especially for a beginner & this is where Hevo saves the day. Hevo Data, helps you easily integrate data from multiple marketing sources and applications and visualize it in your desired BI tool.

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Hevo is fully managed and completely automates the process of not only bringing in your data from multiple sources but also transforming it into an analysis-ready form without having to write a single line of code. You can easily visualize your unified marketing data using your desired BI tool and create informative business reports.

Want to take Hevo for a spin? Sign Up here for the 14-day free trial and experience the feature-rich Hevo suite first hand. You can have a look at our unbeatable pricing that will help you choose the right plan for your business needs!

You can now replicate your Pardot data to any Data Warehouse such as Redshift, BigQuery, Snowflake, or a destination of your choice without writing code in just a few minutes for free with Hevo.

Tell us about your experience of setting up the Pardot Power BI integration! Share your thoughts in the comments section below!

Talha
Software Developer, Hevo Data

Talha is a seasoned Software Developer, currently driving advancements in data integration at Hevo Data, where he have been instrumental in shaping a cutting-edge data integration platform for the past four years. With a significant tenure at Flipkart prior to their current role, he brought innovative solutions to the space of data connectivity and software development.

Visualize Your Pardot Data In Power BI Easily