Troubleshooting help
Resolve common Datplan DataPull sync, dashboard, usage, connection, and export questions.
Help topics
Clear product guidance for setup, syncs, schedules, dashboards, exports, usage, and support.
Troubleshooting syncs
Start with the sync status and endpoint results. They usually show whether the issue relates to connection state, provider access, usage allowance, endpoint availability, or data returned from the provider.
- Test the source connection.
- Reconnect the source account if needed.
- Run a standard sync again.
- Use Re-pull all data only if the local data appears stale, incomplete, or support advises it.
Troubleshooting dashboards
Unexpected dashboard results are usually caused by stale source data, chart field choices, grouping, dashboard filters, chart-level filters, or a mismatch between the selected dashboard and source.
- Confirm the source and dashboard.
- Check chart fields and grouping.
- Review dashboard and chart-level filters.
- Confirm the source data has synced recently.
- Refresh the dashboard.
Frequently asked questions
What should I do if a chart does not show the result I expect?
Check the selected source and dashboard, the chart fields, the chart grouping, any dashboard filters, any chart-level filters, and whether the source data has been synced recently. Then refresh the dashboard.
What should I do if a sync fails?
Check the sync status and endpoint results. If needed, test the connection, reconnect the source account, run the sync again, and use support exports if support needs to review the issue.
What is the best first dashboard to create?
A good first dashboard includes a Year filter, a KPI for total revenue or total activity, a line chart showing the trend over time, a bar chart showing the top categories, and a text box explaining the dashboard purpose.
What should I send support?
Use app-generated support exports where available. Do not send access tokens, provider secrets, raw credentials, or screenshots containing sensitive data.
Can I review data offline?
Previously pulled data, dashboards, exports, audit output, and reconciliation results may be reviewed without actively reconnecting to the source provider. New pulls, source refreshes, sign-in checks, and usage checks may require an internet connection.