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Automatting eazyBI account creation

I am planning to automate the creation of eazyBI account. Could any1 help me, how to acheive it? What are the steps to be followed?

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Daina Tupule
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Oct 04, 2021

eazyBI does not have default support for full account creation automation. However, we have some options that will help you create new accounts semi-automated.

 

1. Create a template account with a set of reports you would like to use for new accounts. 

2. Use source data export and create a new account with import source definition.

2.1. Validate if you need any change in import options, for example, project selection. Select the template account and run an import

2.2. Set users for the account.

The account should be usable with a set of reports and accessible by any user you would need.

Daina / support@eazybi.com

1 vote
Fabian Lim
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Oct 03, 2021

Hi Dinesh,

I don't think this is possible as they don't expose any apis.

Regards

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