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Workbooks connector

SYNCHUB can supercharge your Workbooks account by freeing your data for advanced reports and AI integration. Connect your account, then use your favourite tools like PowerBI, Tableau or Microsoft Excel. Fine-tune your own AI models, or query using natural language and artificial intelligence.

This connector is still on our roadmap - vote for it here

How it works

Get your Workbooks data into your favourite reporting tool in just two minutes and three easy steps.

1 2 3 Connect Workbooks to SyncHub

Securely connect your cloud software to SyncHub and we'll do the rest.

1 2 3 We sync your data automatically

SyncHub incrementally syncs your data and stages it in a managed data warehouse (yours, or we'll provide one for free). We check for changes so you don't have to.

1 2 3 Build your customized reports

Query and share your data using our built-in Insights platform, integrate with your artificial intelligence platforms or use reporting tools like Excel, Tableau or Power BI.

Optimized for artificial intelligence

Quality AI needs quality, real-time data. SyncHub's data-extraction platform and curated data models are optimized to ensure your AI models have the most accurate and up-to-date data available at all times.

Use SyncHub to train your RAG, LLM or ML platforms, or just converse using natural language using our built-in chatbot.

Read more about AI + Workbooks

Workbooks connector coming soon

A connector for Workbooks is still on our road map but we're keen to build one as soon as there is enough interest. Get in touch if you are wanting to connect your Workbooks data to your BI or reporting platform.

Frequently asked questions

With SyncHub, you can create any report you like. This is because (unlike other reporting tools) we give you access to your raw Workbooks data. If you don't already have a reporting tool, you can use our Insights platform or grab one of our recommended 3rd-party tools then use its standard Database Connector to connect to SyncHub and begin pulling down your data.
SyncHub can poll Workbooks as frequently as every five minutes, however this capability may be limited by the amount of data you have and/or the type of plan you have with Workbooks. The best way to find out is to simply grab a free trial of SyncHub, connect Workbooks, then see for yourself.
Yes! Your subscription includes an OpenAI-powered chatbot which you can immediately begin using to query your data using natural language.
No problem. Use SyncHub to sync your raw Workbooks data directly to your AI-optimized database (such as Snowflake, BigQuery or Redshift), and combine it with our curated Workbooks data model to train and fine-tune any AI-powered application.
This is a great use case for SyncHub. Each account you connect to will be synced to the same database and stored in its own separate schema. This keeps each account in its own data silo, while allowing you to query across schemas to easily query across all your Workbooks accounts.
SyncHub will (E)xtract your raw data from Workbooks and (L)oad it into your normalized, relational data warehouse. You can then use our Insights platform to (T)ransform your data so that you can report on it easily, such as building monthly rollups or normalizing currencies.
There are many ways to query data from Workbooks - CSV exports, Native Reports, API access etc. But for all but the most trivial reports, you need a staging service like SyncHub to ensure performance and uptime. See our detailed breakdown here to understand where a tool like SyncHub fits into your analytics stack.
SyncHub steps in where out-of-the-box reporting solutions fall over. We don't presume to know the questions you have of your data, and thus we don't provide any reports. What we do give you is raw data - as pure as possible - so you can build the reports that you need for your business. Of course, if you need help, you're sure to find a helpful professional in our Services Store.
Yes! That's exactly what SyncHub was designed for. Just use the standard Database Connector from your reporting tool to connect to SyncHub and start bringing in your data.
No. SyncHub is a read-only tool and cannot reflect changes back to your cloud applications.
Your Workbooks data is stored in its own dedicated data warehouse, hosted in our Microsoft Azure Sydney Data Center. If you'd like it stored somewhere else (even your own servers), just enquire about our BYOD (bring-your-own-database) option.
Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted...multi-factor authentication can be activated for your account...we take security very seriously. You can read more about our security best practices here.
Because SyncHub is continuously syncing your Workbooks data to an offsite data store, you can also use our service to essentially maintain an up-to-date backup, in the event of a critical data failure or transfer to another system. With our BYOD (bring-your-own-database) option, you can even have this data stored directly into your own database. Select your pricing plan to backup on-demand as required, or have SyncHub automatically backup every day in the background for you.

About Workbooks

Visit the Workbooks website
Workbooks CRM is a cloud-based customer relationship management (CRM) solution tailored for small to medium-sized businesses (SMBs). It provides a unified platform for managing customer relationships, sales, marketing, and customer support, with a focus on streamlining operations and improving customer engagement.