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What is Datplan DataPull?

Datplan DataPull is a privacy-focused application specifically designed for Windows, aimed at facilitating data integration and reporting for accountants, finance experts, and consultants. It enables users to connect to authorized data sources such as QuickBooks Online, Xero, HubSpot, and Companies House, allowing the direct download of essential records into local reporting environments on Windows. The application effectively organizes the data into well-structured fact-and-dimension tables, provides user-friendly drag-and-drop dashboards, and supports exports in both CSV and JSON formats, in addition to offering reconciliation details and BI setup files that are compatible with tools like Power BI, Excel, Tableau, and Qlik. It also supports both full and incremental synchronization options and features scheduled refresh capabilities for applicable subscription plans. In contrast to many competing solutions, Datplan prioritizes the local storage of source datasets, avoiding reliance on cloud-based analytics warehouses. The Windows application can be accessed for free with demo data, while live-source connections require a paid subscription, ensuring a balance between user privacy and functionality. This unique approach not only safeguards user data but also significantly enhances the overall data management experience for finance professionals. Additionally, the application’s commitment to privacy and local data storage addresses growing concerns about data security in an increasingly digital world.

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.

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Integrations Supported

HubSpot CRM
QuickBooks Online
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

$7
Free Trial Offered?

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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