In this walkthrough, we'll use SyncHub to take you through the process of syncing your various Accelo accounts to a single location, then aggregating your data to build a comprehensive view across your entire business.
Download your Accelo data
Head over to your Connection Dashboard in SyncHub and follow the instructions to connect your first Accelo account, which will take just a few mouseclicks and a couple of minutes.
As part of the connection process, you're asked to provide details of the database where you'd like us to sync your data. We currently support Snowflake, BigQuery, Redshift, Postgres and SQL Server/Azure.
Once completed, SyncHub creates a unique database schema inside your data store, then immediately starts syncing your Accelo data from the cloud. This results
in various database tables, such as this example from the Task table:
| Title | Billable | Budgeted | Remaining | RateCharged |
|---|---|---|---|---|
| Refine report | 1 | 4500 | 4500 | 150.00 |
| Callback Tony | 0 | 0 | 0 | 0.00 |
| Upgrades to website | 1 | 1000 | 500 | 250.00 |
Connect your other accounts
Now, follow a similar process to connect your other Accelo accounts. SyncHub will store the data in the same database, but in different database schemas. This gives you the best of both worlds, where your data is demarcated at the connection level, but you can access everything from within a single query.
Consolidating your schemas
Now that you have your data in your database, we need a way to merge it into a single consolidated view. This is where our Insights platform comes into play. Using Insights, we can write a simple SQL query that merges the data from all of our schemas. Because each schema has an identical format, this is trivial:
select 'Accelo 1' as [ConnectionName], [Title], [Billable], [Budgeted], [Remaining], [RateCharged]
from schema_accelo_1.Task
UNION
select 'Accelo 2' as [ConnectionName], [Title], [Billable], [Budgeted], [Remaining], [RateCharged]
from schema_accelo_2.Task
UNION
select 'Accelo 3' as [ConnectionName], [Title], [Billable], [Budgeted], [Remaining], [RateCharged]
from schema_accelo_3.Task
Insights stores your query results in a database table under the sh_report_cache schema alongside the raw data we've downloaded from Accelo.
You can call this table whatever you like, so let's use something self-explanatory like accelo_task_consolidated.
We can then query it from our reporting tool as simply as this:
select * from sh_report_cache.accelo_task_consolidated
Conclusion
As you've seen, SyncHub's consistent data structure and background syncing makes it trivial to report from multiple Accelo accounts. You can use your new consolidated database table directly from your reporting tool, or use our own Insights platform to build charts and dashboards from within SyncHub itself.
SyncHub offers a fully functional free trial, so feel free to try out this walkthrough for yourself, using your own data.
Happy reporting everybody.