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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
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

Start reporting

To begin reporting, you'll first need to get your Database Credentials so you can connect to our data warehouse:

  1. Open the relevant Dashboard from your Connection Hub
  2. On your Dashboard, hit the Start Reporting button towards the top of the screen, then hit View Credentials
  3. Take a copy of the provided credentials
  4. Use the standard Database Connector from your favourite reporting tool to connect to your data (we have specific instructions for popular tools - Power BI, Excel, Microsoft Access, and Tableau, or even a raw ODBC connection.)

Easy!