Integrate CLM Data in your PowerBI reports

Here are all the steps you can follow for automating Data Visualization of CLM Extracted Data from PowerBI.

For instance, this steps can easily be instrumented weekly with a PowerAutomate Scenario – included in most of M365 licenses.

First step: Automate the extract generation

1️⃣ Get/refresh a token

• Obtain your Bearer token as usual.
• If you manage refresh tokens, you can renew via GET /api/clm/v2/jwt/refresh before each run.

More about API Reference here.

2️⃣ Start an export job

• Example: export all documents as CSV.

curl -X POST \
"https://api.dilitrust.com/api/clm/v2/exports/documents?format=csv" \
  -H "Authorization: Bearer <TOKEN>

• Response returns an export id and a URL to download the file, e.g. /api/clm/v2/exports/documents/file/exports/exportfile.csv. Formats supported: csv, xlsx. 

3️⃣ Download the generated file

curl -L \
"https://api.dilitrust.com/api/clm/v2/exports/documents/file/exports/exportfile.csv" \
-H "Authorization: Bearer <TOKEN>" \
  -o "contracts_export.csv"

4️⃣ Land the file where Power BI can read it

• Upload/overwrite the same filename in a SharePoint Document Library or OneDrive for Business folder your workspace uses (stable path). Power BI refresh will pick the updated file on schedule.

Second step: Connect in Power BI Desktop

Connect to the data

• Get Data → SharePoint Folder (enter the site URL), then filter to your contracts_export.csv.
• Transform/Pivot as needed, set data types, Close & Apply.
• Publish to Power BI Service.

Configure scheduled refresh

• In the dataset settings (Power BI Service), set credentials for SharePoint/OneDrive and a refresh schedule.
• Automate steps 2–3 on a server/Function/Runbook (overwrite the same file name) and Power BI will refresh with the latest data.

Tip: If you need only changes, use GET /events to detect updates and trigger the export selectively.