Mailchimp Connector for Power BI In this article you will learn how to integrate Mailchimp data in Power BI without coding in just a few clicks (live / bi-directional connection to Mailchimp). Read / write MailChimp Campaigns, Lists, Members, Reports and more in without coding.. Using Mailchimp Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to Mailchimp in other apps Connect to Mailchimp in SSIS Connect to Mailchimp in SQL Server Connect to Mailchimp in SSRS Connect to Mailchimp in Informatica Connect to Mailchimp in MS Access Connect to Mailchimp in MS Excel Connect to Mailchimp in SSAS Connect to Mailchimp in C# Connect to Mailchimp in Python Connect to Mailchimp in JAVA Connect to Mailchimp in Tableau Connect to Mailchimp in SAP Crystal Reports Connect to Mailchimp in Azure Data Factory (Pipeline) Connect to Mailchimp in Azure Data Factory (SSIS) Connect to Mailchimp in Talend Studio Connect to Mailchimp in UiPath Connect to Mailchimp in PowerShell Connect to Mailchimp in ODBC

Video Tutorial - Integrate Mailchimp data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download / install required driver for Mailchimp integration in Power BI
• How to configure connection for Mailchimp
• Features about API Driver (Authentication / Query Language / Examples / Driver UI)
• Using Mailchimp Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Mailchimp using Power BI we first need to create a DSN (Data Source) which will access data from Mailchimp. We will later be able to read data using Power BI. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Mailchimp" from the list of Popular Connectors. If "Mailchimp" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   MailchimpDSN

   Mailchimp

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    OAuth [OAuth]

   Steps to get Mailchimp Credentials
   To get the credentials you need in order to set up your OAuth workflow, you'll first need to register your application with Mailchimp:

   1. Navigate to the Registered Apps page in your Mailchimp account.
   2. Click Register An App.
   3. Fill out the Register An App form.
   4. Click Create.
   5. After successfully registering your application, you'll see the client_id and client_secret at the bottom of the page - record these values and store them securely.
   6. Record your Mailchimp data center, since we will need it later. The data center will be located in your browser's address bar URL. If the URL is "https://us21.admin.mailchimp.com/account/api/", then your data center is "us21".
   7. Back at the connector screen, enter the data center that was recorded in step 6 into the Data Center field.
   8. Enter the client_id value that was recorded in step 5 into the Client Id field.
   9. Enter the client_secret value that was recorded in step 5 into the Client Secret field.
   10. Click Generate Token. If proper authentication occurs, you will see a notice saying so. If you get any errors, click Yes on the dialog box and then a large browser window will launch - log into your Mailchimp account here and approve the use of the application.
   11. Select the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
   12. If the connection test succeeds, select OK.

   Fill in all required parameters and set optional parameters if needed:

   MailchimpDSN

   Mailchimp

   OAuth [OAuth]

   https://[$DataCenter$].api.mailchimp.com

   Required Parameters
   Data Center	Fill in the parameter...
   Client Id	Fill in the parameter...
   Client Secret	Fill in the parameter...
   Default List Id	Fill in the parameter...
   Optional Parameters
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

    ApiKey Auth [Http]

   Steps to get Mailchimp Credentials
   The simplest way to authenticate a request to the Mailchimp Marketing API is by using an API key (If you require access to Mailchimp on behalf of other Mailchimp users, you'll want to set up OAuth authentication instead)::

   1. Log into your Mailchimp account.
   2. Navigate to the API Keys section of your Mailchimp account: https://admin.mailchimp.com/account/api/
   3. In the Your API keys section of the page, click Create New Key.
   4. Give your new key a descriptive name that will remind you which application it's used for.
   5. Copy the generated key immediately and store it in a secure location. (You won’t be able to see or copy the key once you finish generating it.)
   6. Record your Mailchimp data center, since we will need it later. The data center will be located in your browser's address bar URL. If the URL is "https://us21.admin.mailchimp.com/account/api/", then your data center is "us21".
   7. Back at the connector screen, enter the data center that was recorded in step 6 into the Data Center field.
   8. Enter the API key that was recorded in step 5 into the Api Key field.
   9. Select the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
   10. If the connection test succeeds, select OK.

   Fill in all required parameters and set optional parameters if needed:

   MailchimpDSN

   Mailchimp

   ApiKey Auth [Http]

   https://[$DataCenter$].api.mailchimp.com

   Required Parameters
   Api Key	Fill in the parameter...
   Default List Id	Fill in the parameter...
   Optional Parameters
   Data Center	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read Mailchimp data in Power BI using ODBC

1. Once you open Power BI Desktop click Get Data to get data from ODBC:
   

2. A window opens, and then search for "odbc" to get data from ODBC data source:
   

3. Another window opens and asks to select a Data Source we already created. Choose MailchimpDSN and continue:

   MailchimpDSN

   

4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   MailchimpDSN

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

6. Finally, finally, use extracted data from Mailchimp in a Power BI report:
   

Import Mailchimp data into Power BI from SQL Query

If you wish to import Mailchimp data from SQL query rather than selecting table name then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

Import Mailchimp data into Power BI using SQL Query (ODBC Data source)

Edit Query / Using Parameters in Power BI (Dynamic Query)

let
    vKey=paraAPIKey,
    Source = Odbc.Query(
    "dsn=ZS-OData Customers", 
    "SELECT * FROM value WITH (SRC='http://httpbin.org/post'," 
    & "METHOD='POST'," 
    & "HEADER='Content-Type:application/json'," 
    & "BODY=@'{""CallerId"":1111, ""ApiKey"":""" & vKey & """}')")
in
Source

Edit Query Settings after Import

There will be a time you need to change initial Query after dataset import in Power BI. Not to worry, just follow these steps to edit your SQL.

Edit Power BI Data Source SQL after REST / SOAP Web Service Import

Working with Gateways in Power BI (Schedule Import)

1. In the last section, we Published the report. Power BI may ask you to SIGN IN.
   

   Sign in Power BI

2. Select the Workspace and select Datasets
   

   Go to workspace and dataset

3. Right-click the report and select Settings.
   

   Specify settings for the report

4. The system will ask for a Gateway. Stay here.
   

   Add Power BI Gateway

5. Use the following link to install a Data Gateway:

   https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

6. Run the installer and press Next
   

   Gateway installer

7. Select the option On-premises data gateway (recommended). This option allows access to multiple users and can be used by more applications than Power BI.
   

   Choose Power BI option

8. The installer will show a warning message.
   

   Warning message during installation

9. Select the path to install and check the I accept the terms.
   

   Accept terms

10. Specify the email address to use the gateway.
    

    Register email address

11. After entering the email, write the gateway name and a recovery key. Make sure to confirm the recovery key.
    

    Enter recovery key

Manage gateways and configure the schedule

1. The next step is to go to manage gateway
   

   Power BI - Manage Gateway Setting

2. In order to get the connection string, we will need the connection string of the ZappySys API Driver. In the first section of this post, we explained how to configure it. Press Copy Connection String
   

   Connection properties

3. Once that the data is copied, add a New data Source. In Data Source Name, enter the Data Source Name of the ZappySys API Driver in step 13 and in Data Source Type, select ODBC. In connection string copy and paste from the clipboard of the step 13 and press Add.
   

   ZappySys connection properties in Power BI

4. Once added the gateway. You can see the schedule refresh to On and Add another time to add the time where you want to refresh the data.
   

   Schedule gateway

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Mailchimp Connector

Mailchimp Connector Examples for Power BI Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Campaigns

SELECT Id, WebId, Type, CreateTime, ArchiveUrl, LongArchiveUrl, Status, EmailsSent, SendTime, ContentType, NeedsBlockRefresh, Resendable, RecipientsListId, RecipientsListIsActive, RecipientsListName, RecipientsSegmentText, RecipientsRecipientCount, SettingsSubjectLine, SettingsTitle, SettingsFromName, SettingsReplyTo, SettingsUseConversation, SettingsToName, SettingsFolderId, SettingsAuthenticate, SettingsAutoFooter, SettingsInlineCss, SettingsAutoTweet, SettingsFbComments, SettingsTimeWarp, SettingsTemplateId, SettingsDragAndDrop, TrackingOpens, TrackingHtmlClicks, TrackingTextClicks, TrackingGoalTracking, TrackingEcomm360, TrackingGoogleAnalytics, TrackingClicktale, DeliveryStatusEnabled 
FROM Campaigns

SELECT * FROM Campaigns 
WHERE Id='328e99cbc4'

SELECT * FROM Lists

SELECT Id, WebId, Name, Company, Address1, Address2, City, State, Zip, Country, Phone, PermissionReminder, UseArchiveBar, CampaignDefaultFromName, CampaignDefaultFromEmail, CampaignDefaultSubject, CampaignDefaultLanguage, NotifyOnSubscribe, NotifyOnUnsubscribe, DateCreated, ListRating, EmailTypeOption, SubscribeUrlShort, SubscribeUrlLong, BeamerAddress, Visibility, DoubleOptin, HasWelcome, MarketingPermissions, Modules, MemberCount, UnsubscribeCount, CleanedCount, MemberCountSinceSend, UnsubscribeCountSinceSend, CleanedCountSinceSend, CampaignCount, CampaignLastSent, MergeFieldCount, AvgSubRate, AvgUnsubRate, TargetSubRate, OpenRate, ClickRate, LastSubDate, LastUnsubDate 
FROM Lists

SELECT * FROM Lists 
WHERE Id='e246f7e24d'

DELETE FROM Lists 
WHERE Id='e246f7e24d'

SELECT * FROM get_list_members 
WITH (ListId='e246f7e24d')

SELECT * FROM get_user_details

SELECT AccountId, LoginId, AccountName, Email, FirstName, LastName, UserName, AvatarUrl, Role, MemberSince, PricingPlanType, FirstPayment, AccountTimeZone, AccountIndustry, ContactCompany, ContactAddress1, ContactAddress2, ContactCity, ContactState, ContactZip, ContactCountry, ProEnabled, LastLogin, TotalSubscribers 
FROM get_user_details

INSERT INTO Lists
(Name, Company, Address1, Address2, City, State, Zip, Country, Phone, PermissionReminder, UseArchiveBar, CampaignDefaultFromName, CampaignDefaultFromEmail, CampaignDefaultSubject, CampaignDefaultLanguage, NotifyOnSubscribe, NotifyOnUnsubscribe, EmailTypeOption, DoubleOptIn, MarketingPermissions)
VALUES
('The Awesome List', 'My Company Name', '123 Morgan Falls Lane', 'Suite 250','Albany', 'GA', '30114', 'US', '(770) 555-1234', 'Thank you for signing up for these notification emails!', 'false', 'Sales Team', 'salesteam@mycompany.com', 'The best deals are here!', 'en', 'salesteam@mycompany.com', 'salesteam@mycompany.com', 'true', 'false', 'true')

UPDATE Lists SET Address1='123 Main Street', Address2 = 'Suite 52',  City = 'Chicago'
WHERE Id='e246f7e24d'

SELECT * FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb' 
WITH (ListId='e246f7e24d')

SELECT * FROM ListMembers 
WITH (ListId='e246f7e24d', Id='test@abc.com')

DELETE FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb' 
WITH (ListId='e246f7e24d')

DELETTE from ListMembers 
WHERE TimestampOpt > '2023-06-16' 
WITH (ListId='a4d24015f8')

select * from delete_list_member_permanent 
WITH (ListId='a4d24015f8' , Id='170a0722daae03855d6434eb3a5959fb' )

SELECT * FROM ListMembers --scan all lists and then fetch members for each list

SELECT * FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb'

SELECT Id, ListId, EmailAddress, UniqueEmailId, ContactId, FullName, WebId, EmailType, Status, ConsentsToOneToOneMessaging, FirstName, LastName, AddressLine1, AddressLine2, City, State, Zip, Country, Phone, Birthday, StatsAvgOpenRate, StatsAvgClickRate, IpSignup, TimestampSignup, IpOpt, TimestampOpt, MemberRating, LastChanged, Language, Vip, EmailClient, Latitude, Longitude, LocationGmtOff, LocationDstOff, CountryCode, TimeZone, Region, Source, TagsCount, Tags 
FROM ListMembers 
WITH (ListId='e246f7e24d')

INSERT INTO ListMembers
(EmailAddress, Status, EmailType, MergeFields, Language, Vip, Latitude, Longitude, IpSignup, TimestampSignup, IpOpt, TimestampOpt, Tags)
VALUES
('np-brucewayne1@zappysys.com', 'subscribed', 'html',
'{"FNAME":"John","LNAME":"Doe","ADDRESS":{"addr1":"123","Freddie":"Ave","city":"Atlanta","state":"GA","zip":"12345"}}',
'en', false, '41.881832', '-87.623177', '192.168.0.8', '2023-04-01 18:00:00', '192.168.0.8', '2023-04-02 14:00:00',
'["Newtag1","Newtag2","Newtag3"]')
WITH (ListId='a4d24015f8')

UPDATE ListMembers 
SET EmailAddress='brucewayne10@mycompany.com'
, Status='subscribed' --subscribed, unsubscribed, cleaned, pending
, EmailType='text' --html, text
, Vip='false' --true
, FirstName='Bruce'
, LastName='Wayne'
/*,MergeFields= '{
        "FNAME": "Bruce1",
        "LNAME": "Wayne1",
        "PHONE": "678-111-1234"
    }',
*/
, Language='en' --fr
, TimestampOpt='2023-04-02 11:37:49' 
, Latitude='38.8951' , Longitude='-77.0364' --Washington DC
, Tags='["tag1","tag2"]'
WHERE Id='e9f73ced3b649f0ca829103bcacb2846' 
WITH (ListId='a4d24015f8',SkipMergeValidation='false')

UPSERT INTO ListMembers
SOURCE('MSSQL', 'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true'
,'select ''brucewayne10@gmail.com'' EmailAddress,''first1'' as FirstName, ''subscribed'' Status 
UNION ALL
select ''test55@gmail.com'' EmailAddress,''first1'' FirstName, ''subscribed'' Status 
')
WITH(ListId='a4d24015f8')

 --//column name alias must match with InputColumns of ListMembers

UPSERT INTO ListMembers
SOURCE('ODBC', 'Driver={ZappySys CSV Driver};DataPath=c:\subscribers.csv'
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status from $') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

UPSERT INTO ListMembers
SOURCE('ODBC', 'DSN=MyOdbcDsn
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status from sometable') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

INSERT INTO ListMembersBulk
SOURCE('ODBC', 'DSN=MyOdbcDsn
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

Conclusion

In this article we discussed how to connect to Mailchimp in Power BI and integrate data without any coding. Click here to Download Mailchimp Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Mailchimp Connector for Power BI Documentation 

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Build your own Custom API Connector

Download Mailchimp Connector for Power BI Documentation

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