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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
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
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
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