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Knowledge base

Getting started
First, let's get your data
Getting 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
Data Accessibility
Data accessibility
Date modification filters
Paging
Nested data structures
Single vs Summary Records
Account
Billing
Users
Error codes
Invalid Remote ID
Invalid SQL

Data Model Explorer

Our Data Model Explorer provides an Entity Relationship Diagram (ERD) of your Spotler CRM data, allowing you to see the relationships between your different tables.

  1. Drag tables around the workspace, by clicking and dragging anywhere on a table
  2. Drag the entire workspace around by clicking and dragging the background
  3. Minimize/maximize your workspace to take up your entire browser screen

Relationships

Relationships are depicted by the arrows running between table properties. For a tidier view, you may select the Relationships Only checkbox, which will hide all the other columns which are not part of a relationship

Endpoints

  • Account
  • Activity
  • Campaign
  • Case
  • Contact
  • List
  • List member
  • Opportunity
  • Opportunity line
  • S l a
  • Task
  • User