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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.

About

Integrate data seamlessly from legacy systems into next-gen cloud and data platforms with one solution. Connect helps you take control of your data from mainframe to cloud. Integrate data through batch and real-time ingestion for advanced analytics, comprehensive machine learning and seamless data migration. Connect leverages the expertise Precisely has built over decades as a leader in mainframe sort and IBM i data availability and security to lead the industry in accessing and integrating complex data. Access to all your enterprise data for the most critical business projects is ensured by support for a wide range of sources and targets for all your ELT and CDC needs.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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.

Audience

Enterprise organizations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$7
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them. A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

Cons

  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Precisely
Founded: 1968
United States
www.precisely.com/product/precisely-connect/connect

Alternatives

CData Connect

CData Connect

CData Software

Alternatives

IRI Voracity

IRI Voracity

IRI, The CoSort Company

Categories

Data Integration Supported

Categories

Data Integration Supported
Data Migration Supported
ETL Supported
Integration Supported

Integration Features

Dashboard Not Supported
ETL - Extract / Transform / Load Supported
Metadata Management Not Supported
Multiple Data Sources Not Supported
Web Services Not Supported

Integrations

Apache Hive Not Supported
Apache Kafka Not Supported
Apache Spark Not Supported
Azure Synapse Analytics Not Supported
Cloudera Not Supported
Databricks Not Supported
Google Cloud Platform Not Supported
Hadoop Not Supported
HubSpot CRM Supported
IBM Db2 Not Supported
IBM i Not Supported
Oracle Database Not Supported
QuickBooks Online Supported
SQL Server Not Supported
Snowflake Not Supported
Teradata VantageCloud Not Supported
Trillium Geolocation Not Supported
Vertica Not Supported
Xero Supported

Integrations

Apache Hive Supported
Apache Kafka Supported
Apache Spark Supported
Azure Synapse Analytics Supported
Cloudera Supported
Databricks Supported
Google Cloud Platform Supported
Hadoop Supported
HubSpot CRM Not Supported
IBM Db2 Supported
IBM i Supported
Oracle Database Supported
QuickBooks Online Not Supported
SQL Server Supported
Snowflake Supported
Teradata VantageCloud Supported
Trillium Geolocation Supported
Vertica Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Precisely Connect and update features and information
Claim Precisely Connect and update features and information