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
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

Your connection dashboard

Please select the cloud service you are interested in

Accelo
Active Campaign
Acumatica
ApprovalMax
AroFlo
Asana
BigCommerce
Brightpearl
Capsule CRM
Chargebee
Cin7 Core (Dear Inventory)
Cin7 Omni
Copper
Daylite
Deputy
Dolibarr
Employment Hero HR
Employment Hero Payroll (Keypay)
Flexport
Freshdesk
GitHub
Harvest
HubSpot
Jira
Katana Cloud Manufacturing
Keap
Lightspeed Restaurant POS (O-Series/Kounta)
Lightspeed Retail (R-Series)
Lightspeed Retail (X-Series/Vend)
monday.com
MYOB Acumatica (Advanced)
MYOB Business
Odoo
OnePageCRM
Ordoro
Parsley
Pipedrive
Projectworks
QuickBooks
QuickBooks Time (TSheets)
Revel
Salesforce
Scoro
Shopify
simPRO
Spotler CRM
Square
Stripe
Tanda
Teamwork
Teamwork CRM
Teamwork Desk
Unleashed
Vtiger CRM
WooCommerce
WordPress
WorkflowMax by BlueRock
Wrike
Xero
Xero Payroll AU
Xero Payroll NZ
Xero Payroll UK
Xero Practice Manager
Xero Projects
Zendesk
Zoho CRM
Zoho Projects