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Description

Your enterprise relies on immediate data from its backend infrastructures to provide actionable insights and foster growth. The CData Power BI Connectors serve as an essential component in optimizing your data value chain. These connectors present the quickest and simplest approach to linking Power BI with over 250 enterprise data sources, allowing you to harness the full potential of Power BI for comprehensive data analysis. With ease, you can connect Microsoft Power BI to live data from accounting, CRM, ERP, marketing automation, as well as both on-premise and cloud-based systems for real-time visual analytics and reporting. Numerous popular data sources are supported by Power BI connectors, such as: - Microsoft Dynamics CRM - MongoDB - NetSuite - QuickBooks - Sage Intacct - Salesforce - SAP - SharePoint - Snowflake - And over 200 additional sources! Furthermore, the CData Connectors enhance query speed and performance with advanced features like DirectQuery and QueryPushdown, ensuring that your data analysis is both efficient and effective. These capabilities empower businesses to make more informed decisions based on the latest available information.

Description

Datplan DataPull helps accountants, bookkeepers and finance teams prepare repeatable reports from supported Xero, QuickBooks Online, TallyPrime and HubSpot data. Extraction and transformation run in the customer’s Windows environment; Companies House discovery is also available. Use the prepared CSV/JSON tables in Excel or BI tools, create desktop dashboards, or open Datplan’s ready-made companion browser reports. Accountants can package setup, recurring reporting updates and optional reviews as Dashboard as a Service, with their own service fees. Completed reports can stay local or be shared through an authorised OneDrive or SharePoint folder. Microsoft folder permissions control access. Reports reflect the latest completed refresh; each company and source remains separate. Scheduled updates and Audit Analytics depend on source and plan support. The Windows PC and source must be available for acquisition. The Windows app and demo data are free. Live-source access requires a paid plan; provider licences, limits and external BI tools have separate requirements. Datplan’s online services support account and source-plan controls; it does not operate a business-data warehouse for these reporting datasets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
HubSpot CRM No 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
MongoDB Yes 
NetSuite Yes 
QuickBooks Online Advanced Yes 
SAP CRM Yes 
SAP ERP Yes 
Sage Intacct Yes 
Salesforce Yes 
Snowflake Yes 
TallyPrime No 
Xero No 

Integrations

QuickBooks Online Yes 
HubSpot CRM Yes 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
MongoDB No 
NetSuite No 
QuickBooks Online Advanced No 
SAP CRM No 
SAP ERP No 
Sage Intacct No 
Salesforce No 
Snowflake No 
TallyPrime Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

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 Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CData Software

Country

United States

Website

cdata.com

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Product Features

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Product Features

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