Knowledge base

Getting started
First, let's get your data
Your connection hub
Start reporting
Reporting in...
Power BI
Tableau
Excel
Zoho Analytics
Other BI Tools
Microsoft Access
Qlik
ODBC Connection
Query Editor
Looker (formerly Google Data Studio)
Insights
Supabase
Going deeper
Connecting to Xero
Connecting to WorkflowMax
How it works
Your connection dashboard
Importing your historical data
Data security
Data structure
Syncing specific data segments
Viewing logs
Trails
Connecting to Cin7
Bring your own database
Connecting to HubSpot
Keeping your data secure
Restricting IP access via your database firewall
Datastore management
Data Model Explorer
Connecting to our MCP server
Connecting to Zoho CRM
Third-party integration
Integrating with n8n
Integrating with OpenAI AgentKit
Data Accessibility
Data accessibility
Date modification filters
Paging
Nested data structures
Single vs Summary Records
Account
Billing
Users
Slack integration
Error codes
Invalid Remote ID
Invalid SQL

Getting your data

![XPM](https://www.synchub.io/i/logos/xeropracticemanager.png) Looking to free your XPM data? Good, you’ve come to the right place. ## Getting connected 1. Select **Connections** from the main menu 2. Click the **New** button 3. Select **XPM** 4. Give it a name (this is especially useful if you’re creating multiple XPM connections) 5. Authorise the connection by following the prompts to sign in to your XPM account 6. Done. Now watch as SyncHub begins retrieving your historical data. To connect multiple XPM accounts, simply follow the steps above for each one. Just make sure to check that your SyncHub plan allows for multiple API connections. ## Available endpoints SyncHub works by regularly querying each endpoint in the XPM API, checking for new and modified data. For each endpoint SyncHub produces a corresponding data table in your reporting tool. These are the endpoints currently available: - Category - Client custom field - Client details - Client document - Client group details - Contact - Cost - Custom field definition - Invoice - Job cost - Job cost custom field - Job custom field - Job details - Job task custom field - Quote - Staff - Task - Template - Time - Time custom field - Client contact - Client note - Client - Custom field definition option - Invoice task - Invoice cost - Invoice payment - Job task - Milestone - Note - Job assignee - Purchase order details cost - Quote task - Quote cost - Quote option - Job task assignee - Comment Need more data? No problem, please [let us know](https://www.synchub.io/contact) and we'll see if we can add it. Or if you're a data nerd like us, feel free to check out the XPM API documentation to see what’s available. ### What data does SyncHub take from XPM? SyncHub extracts the endpoints above from XPM, and stores it in your data warehouse. ### What data does SyncHub create or modify in XPM? Nothing. SyncHub is read-only and never sends data back to XPM. ## Building your reports SyncHub stores data in a relational database optimized for reporting. This means that reporting from your favourite reporting tool is as easy as using their standard _database connector_. We have detailed walkthroughs for the most popular reporting tools here: - [Power BI](/kb/powerbi?api=xeropracticemanager?api=xeropracticemanager) - [Excel](/kb/excel?api=xeropracticemanager?api=xeropracticemanager) - [Tableau](/kb/tableau?api=xeropracticemanager?api=xeropracticemanager)