Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

INTEGRATION: Integrate your systems with a simple point-and-click interface. Access the full target system schemas in order to map and transform data on a regular or ad-hoc basis. TRANSFORMATION: Powerful mapping of data transformation. Includes querying the target system to enable any transformation possible into the source systems. MAINTENANCE : Full cron schedule of jobs, including customisable system outages, dependencies between connections, and deployment via email for self-service within business. PIPELINES - powerful pipeline automation. Define reports, queries, or file matches, conditions complexes, filters, and schedules for pushing data into and out of your business systems. Connect any source to any target: 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 & More...

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

Amazon S3 Yes 
Eloqua Yes 
Exasol Yes 
Google Analytics Yes 
Google Drive Yes 
HubSpot CRM No 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
MySQL Yes 
QuickBooks Online No 
SQL Server Yes 
Salesforce Yes 
ServiceNow Yes 
Smartsheet Yes 
Snowflake Yes 
TallyPrime No 
Xero No 

Integrations

Amazon S3 No 
Eloqua No 
Exasol No 
Google Analytics No 
Google Drive No 
HubSpot CRM Yes 
Microsoft 365 No 
Microsoft OneDrive No 
MySQL No 
QuickBooks Online Yes 
SQL Server No 
Salesforce No 
ServiceNow No 
Smartsheet No 
Snowflake No 
TallyPrime Yes 
Xero Yes 

Pricing Details

$100/month/user
Free Trial Yes 
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 No 
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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CONVAYR

Founded

2014

Website

www.convayr.com

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Product Features

Alternatives

Alternatives

AnalyseAI Reviews

AnalyseAI

Tegain Private Limited
TallyPrime Reviews

TallyPrime

Tally Solutions
Alooma Reviews

Alooma

Google
CData Connect Reviews

CData Connect

CData Software
Dear.so Reviews

Dear.so

Macrofix Software Private Limited