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Welcome to our
OnePageCRM
blog series
Articles & insights to
supercharge your OnePageCRM data
using
SYNC
HUB
All sections
Data Accessibility
Features
Insights
Reporting
OnePageCRM
Blog
The OnePageCRM MCP and reporting services are good...but you (probably) still need SYNCHUB
Data Accessibility
As OnePageCRM expands its own MCP and reporting services, you may find you no longer have a requirement for
SYNC
HUB. And
that's absolutely fine
...just read this first.
Our new OnePageCRM connector for Slack brings your data to your favourite collaboration platform
Features
See how we can
supercharge
your collaboration and workflows by bring your OnePageCRM data to your
fingertips
.
Using Insights to take historical snapshots of your OnePageCRM data
Insights
A common limitation of 3rd-party APIs is that they serve only
current
data. But what if you want to
retain the history
of your data as it changes over time?
Aggregating multiple OnePageCRM accounts into a single BI report
Reporting
The existing OnePageCRM reporting tools are numerous and comprehensive. But if you're running multiple accounts and need to consolidate data across your entire organization, things get a
little more difficult
.
How to query your OnePageCRM data from Microsoft Excel
Reporting
Still exporting CSVs and rebuilding the same pivot tables every month? Point
Microsoft Excel
at a live copy of your OnePageCRM data instead - your formulas and charts stay put, and updating them becomes
a single click
.
How to query your OnePageCRM data from Power BI
Reporting
Querying the OnePageCRM API directly from
Power BI
is slow and fragile. Stage your data in a relational database first, then build
interactive dashboards
that combine OnePageCRM with the rest of your business.
How to query your OnePageCRM data from Google Sheets
Reporting
Google Sheets
is where many teams already share their numbers. With a few lines of Apps Script, you can query your OnePageCRM data straight into a sheet and give everyone
one shared, up-to-date view
.
How to query your OnePageCRM data from Google Data Studio
Reporting
Need a dashboard you can share with a link, without paying for BI licences? Connect
Looker Studio
(formerly Google Data Studio) to your OnePageCRM data using its built-in SQL Server connector -
no exports, no plugins
.
Need more?
Check the
SYNC
HUB blog
Our regular blog includes plenty of other helpful articles