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Description
Datplan DataPull is a privacy-conscious application designed for Windows that facilitates data integration and reporting specifically tailored for accountants, finance professionals, and consultants. It establishes connections to authorized data from QuickBooks Online, Xero, HubSpot, and Companies House, enabling users to download relevant records directly into their local Windows reporting setups. The application systematically organizes data into structured fact-and-dimension tables, offers drag-and-drop dashboards, and allows for exports in CSV and JSON formats, alongside providing reconciliation details and BI setup files compatible with Power BI, Excel, Tableau, and Qlik. Furthermore, it accommodates both full and incremental synchronization options and includes scheduled refresh capabilities for supported plans. Unlike many alternatives, Datplan ensures that source datasets remain stored locally instead of relying on a cloud-based analytics warehouse managed by Datplan. The Windows application is available for free with demo data, while access to live-source connections requires a paid subscription. This approach not only prioritizes user privacy but also enhances the overall data handling experience for professionals.
Description
MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions.
Rapid Access to Historical Data
Sync of up to three years of structured MeridianLink Consumer and Opening data, complete with a data model diagram and data dictionary, so your team can start analyzing and acting immediately.
Continuous, Automated Delivery
Normalized delta files, including intra-day updates, are delivered daily to your data warehouse, keeping your analytics and reporting always current without manual effort.
Empowered In-House Analytics
Centralized data powers BI tools, reporting, advanced analytics, and downstream integrations, giving your team insight and control to explore trends, uncover opportunities, and optimize performance.
Complete, Aggregated View
Combine origination data with other enterprise sources to uncover richer KPIs, streamline operations, and track the full lifecycle of every application.
Enterprise-Grade Data Sharing
Secure, reliable data transfers powered by Databricks Delta Sharing provide fast, compliant, and automated partner integrations.
Access to Advanced Solutions
Enable AI, fraud detection, and marketing tools by giving partners immediate access to structured data—without building custom connections.
Integrated Intelligence
Combine Data Connect feeds with MeridianLink® Insight to generate instant analysis and visualizations, providing
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
HubSpot CRM
Yes
MeridianLink Consumer
No
MeridianLink One
No
MeridianLink Opening
No
QuickBooks Online
Yes
Xero
Yes
Integrations
HubSpot CRM
No
MeridianLink Consumer
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
QuickBooks Online
No
Xero
No
Pricing Details
$7
Free Trial
Yes
Free Version
No
Pricing Details
Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/meridianlink-data-connect/
Product Features
Product Features
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No