Datplan DataPullDatplan
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Metrica Power BI Connector for SalesforceMetrica Software
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About
Datplan DataPull is a privacy-first Windows data integration and reporting application for accountants, finance teams and consultants. It connects to authorised QuickBooks Online, Xero, HubSpot and Companies House data, then downloads supported records into the user’s local Windows reporting environment. Datplan prepares structured fact-and-dimension tables, drag-and-drop dashboards, CSV and JSON exports, reconciliation information and BI setup files for Power BI, Excel, Tableau and Qlik. It supports full and incremental synchronisation plus scheduled refreshes on supported plans. Source datasets are stored locally rather than in a Datplan-operated cloud analytics warehouse. The Windows app is free to download with demo data; live-source connections use paid plans.
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About
Metrica Power BI Connector for Salesforce is a data connector that enables organizations to connect Microsoft Power BI directly to Salesforce for reporting and analytics. It allows analytics teams to access Salesforce data, including standard and custom objects, without building custom integrations or exporting data manually.
The connector is designed for BI teams that use Salesforce as a core operational system and Power BI as their primary analytics platform. It supports large datasets, complex object relationships, and schema changes while maintaining stable data access for production reporting environments.
With Metrica Power BI Connector for Salesforce, teams can build Power BI dashboards for sales pipeline analysis, revenue reporting, and operational metrics based on Salesforce data. The solution Salesforce permission models, helping organizations maintain controlled and secure access to CRM data.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accountants, bookkeepers, finance teams, financial analysts, reporting consultants, BI professionals and businesses that need a no-code way to extract, structure and reuse accounting or CRM data for dashboards, Excel, Power BI and recurring management reporting.
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Audience
Business Intelligence Teams, Data Analysts, Sales Operations Teams, Data Engineers, Enterprise Reporting Teams
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$7
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Company InformationMetrica Software
Founded: 2025
United States
metricasoftware.com
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Categories |
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Integrations
HubSpot CRM
LabInsu
Microsoft Power BI
QuickBooks Online
Salesforce
Xero
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Integrations
HubSpot CRM
LabInsu
Microsoft Power BI
QuickBooks Online
Salesforce
Xero
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