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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 CONVAYR?

INTEGRATION: Seamlessly connect your systems using an intuitive point-and-click interface, allowing you to access comprehensive target system schemas for effective data mapping and transformation, whether on a regular schedule or as needed. TRANSFORMATION: Experience robust capabilities for data transformation mapping, including the ability to query the target system, enabling a wide range of transformations from the source systems. MAINTENANCE: Manage a complete cron schedule for jobs, featuring customizable system outages, connection dependencies, and deployment options via email for user-friendly self-service within the organization. PIPELINES: Utilize advanced pipeline automation to establish reports, queries, or file matches, as well as complex conditions, filters, and schedules to manage data flow into and out of your business systems. Flexibly link any data source to any target, including Salesforce schema, Salesforce Reports, Webhooks (SOQL), Google Drive, FTP (SQL Server), Snowflake, OneDrive, Dynamics 365, Google Analytics, Exasol, AWS S3, Local Files, Eloqua, Smartsheet, ServiceNow, Email, and much more, ensuring your data strategy is comprehensive and adaptable to your needs.

Media

Media

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

Integrations Supported

Amazon S3
Eloqua
Exasol
Google Analytics
Google Drive
Microsoft 365
Microsoft OneDrive
MySQL
SQL Server
Salesforce
ServiceNow
Smartsheet
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

$100/month/user
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

CONVAYR

Date Founded

2014

Company Website

www.convayr.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Integration

Not specified

Integration

Not specified

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