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design 5 out of 5 stars
support 3 out of 5 stars

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What is Datplan DataPull?

Build a repeatable reporting workflow with Datplan DataPull for Windows. It prepares supported accounting and CRM records from Xero, QuickBooks Online, TallyPrime and HubSpot as related reporting tables. Companies House discovery is available separately. Businesses can use the outputs for management reporting. Accountants and consultants can offer Dashboard as a Service, combining report setup, scheduled updates where supported and optional client reviews. Practices define their own scope and fees. Reporting options include custom desktop dashboards, ready-made browser reports and CSV/JSON files for Excel, Power BI, Tableau or Qlik. For client sharing, publish completed files to an authorised OneDrive or SharePoint folder with the intended Microsoft access permissions. A report shows the latest completed data refresh, rather than continuously querying the accounting source. Source datasets are prepared in the customer’s Windows environment, without a Datplan-hosted business-data warehouse. Online account, plan and source controls still apply. Each company/source has separate files; Datplan does not automatically consolidate different systems. The app and demo data are free; live connections require the relevant paid source plan. Scheduling, Audit Analytics and usage allowances vary by source and plan. The Windows session, PC and source must be available for scheduled acquisition. External BI tools and source providers have their own licensing and requirements.

What is CData Connect?

CData Connect serves as a vital component for organizations seeking real-time operational and business data, enabling them to derive actionable insights and foster growth. By facilitating direct connections to any application that adheres to standard database connectivity protocols, CData Connect integrates seamlessly with a variety of popular cloud BI and ETL tools, such as Amazon Glue, Amazon QuickSight, Domo, Google Apps Script, Google Cloud Data Flow, Google Cloud Data Studio, Looker, Microsoft Power Apps, Microsoft Power Query, MicroStrategy Cloud, Qlik Sense Cloud, SAP Analytics Cloud, SAS Cloud, SAS Viya, Tableau Online, among many others. This innovative solution functions as a data gateway, efficiently translating SQL queries and securely proxying API requests, thereby enhancing data accessibility and usability across different platforms. With CData Connect, organizations can unlock the full potential of their data ecosystems and streamline their analytics processes for better decision-making.

Media

Media

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

Integrations Supported

AWS Glue
AWS Quick Sight
Choreo
Domo
Google Apps Script
Google Cloud Dataflow
Google Data Studio
Looker
MCPTotal
Microsoft Power Apps
Microsoft Power Query
Onebeat
Pyramid Analytics
Strategy ONE

API Availability

API Availability

Pricing Information

Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

CData Software

Date Founded

2005

Company Location

United States

Company Website

www.cdata.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Integration

Not specified

Integration

Not specified

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