Xero
Authorised accounting organisations, contacts, transactions, reports and related records used for local finance reporting.
Xero details →Integration transparency
How Datplan connects to supported providers
Provider passwords are not entered into Datplan. Users authorise access through each provider, and Datplan uses the granted permissions only for the stated reporting functions.
HubSpot
Authorised CRM companies, contacts, deals, owners, pipelines and activities used for local pipeline and activity reporting.
HubSpot details →QuickBooks Online
Sandbox validation is under way. Intended access covers authorised accounting records and reports for local reporting after production approval.
QuickBooks status →Disconnecting a provider
Use the relevant connection controls in Datplan where available, or revoke the app in the provider's account settings. Revocation stops future API access after the provider invalidates the authorisation. It does not automatically delete databases, exports or reports already stored on the user's PC.
For assistance, contact info@datplan.com without sending passwords, tokens or confidential source data.