Privacy-first API data pulling

Private API pulls. Built-in ETL. BI-ready reporting and exports.

Datplan DataPull is a privacy-first desktop app for API pulls, built-in ETL, full and incremental pulls, BI-ready reporting, dashboards, audit output, reconciliation logs, and exports.

View sources and pricingJoin waitlist

Xero and HubSpot source access is live soon. Join the waitlist to receive source availability and launch updates.

Designed for finance teams, accountants, analysts, and consultants

Pull source data with control

Use authorised source access to pull business API data into the desktop app, then keep reporting work close to the user rather than building a fragile chain of spreadsheets and manual exports.

Use ETL without building a pipeline

Datplan DataPull is not just a connector list. It includes transformation, modelling, audit output, and reporting workflows aimed at repeatable finance and operations analysis.

Report without waiting on custom development

Create dashboards, exports, and BI-ready outputs from the same source pull workflow, reducing the gap between API access and usable reporting.

What Datplan DataPull includes

API pulls

Pull authorised data from supported sources such as Xero and HubSpot as those source flows become available.

Built-in ETL

Prepare pulled datasets for repeatable reporting, modelling, and export without treating every source as a one-off manual job.

Full and incremental pulls

Run full pulls when you need a complete refresh, or incremental pulls where supported to update from the last saved pull position and reduce tier allowance usage.

BI-ready outputs

Create fact and dimension style star-schema exports for Power BI, Tableau, QlikView, other BI tools, reporting packs, and consultant deliverables, where supported by the source.

Dashboards

Build in-app dashboards with charts that help explain source data, trends, movements, and reconciliation points.

Scheduler

Use scheduled pulls on eligible plans to reduce manual repeat work while keeping run status clear.

Audit output

Review pull results, validation messages, and technical summaries designed for support and traceability.

Reconciliation logs

Support finance reviews by keeping a record of what ran, what changed, and what needs attention.

Exports

Export CSV, JSON, and fact/dimension style outputs for analysis, dashboards, and onward reporting.

Source access

Sources are purchased separately so a user can choose the API products they need rather than paying for a single broad bundle. Xero and HubSpot are the current source scope.

Xero API data puller

Live soon

Accounting source access for finance dashboards, client reporting, exports, audit review, and BI-ready models.

View Xero tiers

HubSpot API data puller

Live soon

CRM source access for pipeline reporting, account review, sales dashboards, exports, and BI-ready models.

View HubSpot tiers

Easy to use: choose source, choose company, click pull

Datplan DataPull is designed so finance users and consultants do not need to build their own API scripts before they can report on source data.

1. Choose your source

Select the API source you want to work with, such as Xero or HubSpot, based on the source access linked to your Datplan login.

2. Choose your company

Pick the authorised company, client, account, or tenant you want to pull data for, subject to the source provider permissions available to that user.

3. Click pull

Run a full pull or, where supported, an incremental pull from the last saved pull position to reduce Datplan tier allowance usage and source provider allowance consumption.

Star-schema exports for BI tools

Where supported by the source and dataset, Datplan DataPull creates fact and dimension style star-schema exports that are ready to connect from Power BI, Tableau, QlikView, and other BI tools.

BI-ready structure

Exports are prepared as reporting-friendly fact and dimension outputs rather than forcing users to reshape raw API responses from scratch.

Connect and refresh

BI tools can connect to the exported schema outputs and refresh from updated Datplan exports as new pulls are run.

Source-aware caveat

Star-schema availability depends on the source, endpoint, selected data, and tier allowance. Some datasets may export as CSV or JSON where a star schema is not supported.

How the workflow fits together

1. Choose source access

Select the source and tier that matches the amount of data, clients, dashboards, and scheduled pull capacity required.

2. Pull and prepare data

Use the desktop app to pull authorised source data, prepare it with integrated ETL, and create outputs suitable for review.

3. Report, export, and reconcile

Use dashboards, star-schema exports, audit output, and reconciliation logs to support reporting and decision making.

Join the waitlist

Datplan DataPull is preparing source access for Xero and HubSpot. Join the waitlist to receive availability updates and access information.

Join waitlist