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
Snippets
Looker (formerly Google Data Studio)
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
Bring your own database
Connecting to HubSpot
Data accessibility
Keeping your data secure
Account
Billing
Users
Troubleshooting
Connecting to Cin7
Error codes
Invalid Remote ID
Invalid SQL

Importing your historical data

Please select the cloud service you are interested in

Active Campaign
AroFlo
Brightpearl
Cin7
Constant Contact
Dear Inventory
Deputy
Employment Hero
Freshdesk
Harvest
HubSpot
Katana
Keap
Lightspeed Restaurant POS (O-Series/Kounta)
Lightspeed Retail (R-Series)
Lightspeed Retail (X-Series/Vend)
monday.com
Parsley
Pipedrive
Revel
simPRO
Tanda
Teamwork
Teamwork CRM
Teamwork Desk
Unleashed
WooCommerce
WordPress
WorkflowMax
Wrike
Xero
Xero Practice Manager
Xero Projects