API Sync help
Connect a source, select a company, run standard or full pulls, and understand endpoint results.
Datplan help
Datplan DataPull Help and FAQ
How-to guides for API sync, scheduling, dashboards, exports, usage limits, and troubleshooting.
Help topics
Clear product guidance for setup, syncs, schedules, dashboards, exports, usage, and support.
1Choose source
2Choose company
3Click pull
Help by product area
Use these help pages to understand how Datplan DataPull works in daily reporting. Each section is written for finance users, accountants, consultants, analysts, and IT reviewers who need clear operating guidance.
API Scheduler help
Create once, daily, weekly, or monthly refresh schedules and review scheduled run status.
API Dashboard help
Build dashboards, charts, KPIs, dashboard filters, chart filters, and locked layouts.
Usage limits and allowances
Understand pull credits, monthly data allowance, provider limits, connected clients, and no rollover.
Star-schema exports
Use BI-ready fact and dimension exports for Power BI, Tableau, QlikView, and other reporting tools.
Troubleshooting
Check sync failures, unexpected chart results, support exports, and connection issues.
Simple workflow
- Choose your workspace and source.
- Choose the connected company, account, or tenant.
- Click pull or sync to refresh the data.
- Review dashboards, charts, exports, audit output, and reconciliation results.
Searchable help topics
These pages also support common search queries such as API sync software, API dashboard help, automatic API refresh, incremental API pull, scheduled API sync, dashboard filters, Power BI-ready exports, and star-schema data export.
Some features depend on the selected source, provider endpoint, tier allowance, and provider limits.
Frequently asked questions
What does Datplan DataPull do?
Datplan DataPull connects to supported business systems, refreshes data, and lets users build dashboards, charts, KPIs, filters, and exports. It is designed for users who want repeatable reporting without manually preparing the same data each time.
What is a workspace?
A workspace is the area where source connections, refreshed data, and dashboards are organised. A business may use one workspace for one company or create separate workspaces for different reporting areas.
What is a source?
A source is a connected business system. Examples include systems such as Xero and HubSpot, with more sources added as they become available.
Can I schedule automatic refreshes?
Yes. Open Scheduler and create a schedule for a selected workspace, source, and connection. Schedules can be created once, daily, weekly, or monthly.
Can I use Datplan with Power BI, Tableau, or QlikView?
Where supported, Datplan DataPull creates fact and dimension style star-schema exports that BI tools such as Power BI, Tableau, QlikView, and similar reporting tools can connect to and refresh from after new pulls are run.