1. Sign in
Use the email address that should hold source access.
Datplan DataPull is live
Download Datplan DataPull from Microsoft Store.
Install the desktop app, sign in with your email address, choose the source tier you need inside Datplan DataPull, then choose source, choose tenant and click sync.
Provider datasets are pulled through the desktop app for local storage, modelling, dashboards, audit output, reconciliation logs and BI-ready exports.
After installation
2. Choose a source tier
Select Xero, HubSpot or Companies House source access inside Datplan DataPull.
3. Pull and report
Run syncs, build dashboards, schedule refreshes and export BI-ready outputs where supported.
Need help?
Use the Help section for API sync, scheduler, dashboard and export guidance, or contact Datplan at info@datplan.com.