📊 Connect Mailchimp with Microsoft Power BI #

Automate marketing reporting and gain live campaign insights. #

Manual data exports from Mailchimp delay reporting and limit decision-making speed.

With IT Partner’s Mailchimp + Power BI Integration, your team can:

• Automate campaign data syncs from Mailchimp to Power BI
• Visualize real-time marketing KPIs using streaming or scheduled datasets
• Track engagement trends like open rates, click-throughs, and list growth in fully interactive dashboards

🔗 What This Integration Does #

We connect Power BI with Mailchimp to enable:

• Scheduled or near real-time data refreshes via Mailchimp’s API using Power Query or push datasets
• Pre-built marketing dashboards for campaign performance and audience segmentation
• Custom DAX reports for advanced KPI tracking and audience analytics
• Row-level security (RLS) via Azure AD for sensitive marketing data
• OAuth 2.0 authentication to Mailchimp’s API for secure access

💡 Why It Matters #

Without integration:

• Reports rely on manual CSV exports from Mailchimp
• Delayed reporting slows down response to underperforming campaigns
• Difficult to spot trends across audiences and channels

With integration:

• ✅ Near real-time campaign visibility using Power BI push datasets or hourly refreshes
• ✅ Centralized reporting across Mailchimp and other marketing tools
• ✅ Advanced segmentation insights with custom DAX measures

🚀 Key Benefits #

• Eliminate manual reporting – Automate Mailchimp data pulls via API
• Spot audience trends early – Visualize engagement, growth, and churn by segment
• Secure dashboards using Azure AD and Power BI Row-Level Security
• Scale with Power BI Premium to handle large datasets and streaming reports

⚙️ How It Works #

1. Authenticate securely with Mailchimp’s API using OAuth 2.0
2. Extract data via Power Query or Power BI APIs (Mailchimp campaigns, audiences, performance metrics)
3. Transform and build KPIs using DAX and Power BI datasets
4. Visualize in Power BI dashboards with slicers, segmentation, and cross-filtering
5. Automate refreshes:
   • Use Power BI scheduled refresh (hourly to daily)
   • Optional: Configure Power BI push datasets for near real-time reporting via Power Automate

Requirements:

• Mailchimp Standard or Premium for API access
• Power BI Pro for scheduled reports or Power BI Premium for large datasets and near real-time dashboards

⚠️ Limitations:

• Power BI reports are read-only (cannot push updates back to Mailchimp)
• API rate limits apply (~10 API calls per second)
• Large datasets require Power BI Premium for optimal performance

🎯 Who's This For? #

• Marketing teams needing faster reporting cycles
• Data-driven leadership seeking consolidated KPI dashboards
• Organizations centralizing reporting across email, CRM, and social platforms

🏆 Why Choose IT Partner LLC #

• Microsoft Solutions Partner
• Experienced Microsoft Power BI and Mailchimp API integration team
• Full lifecycle support: consultation → deployment → training

💬 What's Next? #

Let’s explore how Power BI can transform your Mailchimp reporting and deliver deeper marketing insights.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams