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design 5 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 Power BI Connectors?

Your organization depends on swift access to data from its backend systems to generate actionable insights that drive growth. The CData Power BI Connectors play a vital role in enhancing the value chain of your data. These connectors offer the most efficient and user-friendly way to integrate Power BI with more than 250 enterprise data sources, enabling you to fully leverage Power BI for in-depth data analysis. Effortlessly, you can link Microsoft Power BI to live data from various sources, including accounting, CRM, ERP, marketing automation, and both on-premise and cloud-hosted systems, facilitating real-time visual analytics and reporting. Notable data sources compatible with Power BI connectors include: - Microsoft Dynamics CRM - MongoDB - NetSuite - QuickBooks - Sage Intacct - Salesforce - SAP - SharePoint - Snowflake - And over 200 other sources! Additionally, the CData Connectors improve query speed and overall performance with advanced functionalities such as DirectQuery and QueryPushdown, ensuring your data analysis process is both swift and effective. By utilizing these capabilities, businesses are better equipped to make well-informed decisions based on the most current data available. This integration not only streamlines workflows but also enhances collaborative efforts by providing teams with shared access to critical insights.

Media

Media

Integrations Supported

QuickBooks Online
HubSpot CRM
TallyPrime
Xero

Integrations Supported

QuickBooks Online
Microsoft Dynamics 365
Microsoft SharePoint
MongoDB
NetSuite
QuickBooks Online Advanced
SAP CRM
SAP ERP
Sage Intacct
Salesforce
Snowflake

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

Supported Platforms

Windows

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

CData Software

Company Location

United States

Company Website

cdata.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Analysis

Not specified

Data Integration

Not specified

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