Back to blog

How to connect Conta Azul to Power BI using Erathos

To connect Conta Azul to Power BI, you need a data warehouse. Erathos automates ingestion to BigQuery, Redshift, Postgres, or S3 in minutes.

Integration flow from Conta Azul to Power BI via a data warehouse using Erathos

Introduction

Turning financial data from Conta Azul into strategic insights in Power BI is the goal of many managers and analysts, but in practice, the process can become complex.

Manual exports, outdated spreadsheets, and unstable integrations make analysis inefficient. This is where Erathos comes in, a platform that automates the entire data pipeline, from extraction to visualization, in a secure, scalable, and no-code way.

In this guide, you will learn:

  • What Conta Azul, Power BI, and Data Warehouses are
  • How these tools connect via Erathos
  • The complete step-by-step process to visualize your data in Power BI

What is Conta Azul

Conta Azul is a financial ERP designed for small and medium businesses that centralizes sales, customers, invoices, accounts payable, and cash flow in one place.

This data is essential for business management, but to get deeper analysis and combine it with info from other systems, you need to integrate it into a Business Intelligence tool like Power BI.

What is Power BI

Microsoft's Power BI is one of the most popular BI tools on the market. It allows you to:

  • Create interactive dashboards and reports
  • Blend data from multiple sources
  • Automate visualization updates

But for this to work, Power BI needs a solid foundation: a Data Warehouse.

What is a Data Warehouse

A Data Warehouse (DW) is an environment where you centralize, organize, and store your company's data for analysis. It acts as the "single source of truth": the place where data from different systems is integrated and structured before moving to Power BI.

Some common examples of Data Warehouses and Data Lakes:

Erathos connects to any of these destinations, ensuring full flexibility for your data architecture.

If you don't have a Data Warehouse yet, Erathos offers an out-of-the-box, hosted BigQuery option, ideal for those starting their data journey who want a managed solution.

What is Erathos

Erathos is a data ingestion platform that connects data sources (like Conta Azul) to analytical destinations (like BigQuery and Power BI).

With Erathos, you can:

  • Connect data sources like Conta Azul, RD Station, Ploomes, and others
  • Set destinations such as BigQuery, Redshift, Databricks, Postgres, or S3
  • Track your loads with detailed monitoring and logs
  • Ensure secure and automatic updates without relying on custom scripts or manual engineering

Key benefits include:

  • Automated data syncs across systems
  • Full observability over your loads and jobs
  • Scalable and secure data infrastructure
  • Reduced engineering time and technical setup

Erathos turns the data integration process into something simple, reliable, and sustainable.

How to connect Conta Azul to Power BI with Erathos

Here is the complete step-by-step guide to setting up your integration.

1. Connect Conta Azul to Erathos

  1. Log in to your Erathos account.
  2. Go to the Connection menu and select add new connection.
  3. Choose Conta Azul from the available connectors.
  4. Authorize access to your account via secure login (OAuth).
  5. Choose which endpoints you want to sync (such as Sales, Customers, Products, and Financials), and select the sync frequency and scheduled time.

Check our docs for more details on how to set up a connection, or explore our specific integration with Conta Azul.

2. Choose your Data Warehouse (or use Erathos's)

a) BigQuery hosted by Erathos

If your company doesn't have a data warehouse yet, select BigQuery (Erathos hosted) as your destination and define the region where you want to host your data.

Erathos manages all the infrastructure, security, and performance of the environment for you. For more details on using BigQuery Hosted by Erathos, click here.

b) Select your own data warehouse or data lake

If you already have your own data infrastructure, simply select the destination of your choice. Explore our documentation for more details:

Within minutes, your data will be loaded directly into your environment, ready for analysis.

3. Connect Power BI to your Data Warehouse

  1. Open Power BI Desktop.
  2. Click on Get Data and select the corresponding connector (BigQuery, Redshift, Postgres, etc.).
  3. Log in with your credentials or access keys.
  4. Choose the project and dataset configured in Erathos.
  5. Select the tables you want and click Load.

Now, Power BI consumes your updated data directly from the Data Warehouse, with automatic syncs managed by Erathos.

This way, Power BI will query your Conta Azul data in an automated and secure manner, with Erathos ensuring continuous updates.

Benefits of the Conta Azul + Erathos + Power BI integration

  • Automated updates without manual spreadsheets
  • Total flexibility of destinations (BigQuery, Redshift, Databricks, Postgres, or S3)
  • Security and access control at every layer
  • Cloud-native scalability and performance
  • Real-time updated dashboards in Power BI
  • Full observability of jobs and pipelines via Erathos

Frequently Asked Questions about connecting Conta Azul to Power BI

Do I need to know how to code to connect Conta Azul to Power BI? No. The connection with Erathos is interface-driven: you log in via OAuth on Conta Azul and configure the endpoints you want to sync, with zero code.

Do I need to have a Data Warehouse before starting? Not necessarily. If you don't have one yet, Erathos offers hosted BigQuery, ready to use, without requiring you to set up your own infrastructure first.

How long does it take for Conta Azul data to show up in Power BI? Once the connection is set up and the destination is chosen, data starts loading within minutes. From there, syncs run automatically based on your defined frequency.

Can Power BI connect directly to Conta Azul without a Data Warehouse? Technically, you can set up point-to-point connections, but without a Data Warehouse in the middle, you lose historical data, query performance, and the ability to blend it with other data sources, which heavily limits your analysis in Power BI.

Conclusion

Integrating Conta Azul with Power BI using Erathos is the simplest and most efficient way to build a modern data stack without technical complexity.

You choose where to store your data, automate the ingestion pipeline, and ensure your reports are always up to date.

Try Erathos today and see how easy it is to connect your data sources to Power BI.