What Datplan DataPull does

Datplan DataPull is a privacy-first Windows desktop app for authorised business API pulls, data preparation, full and incremental pulls, local dashboards, BI-ready reporting, audit output, reconciliation logs and exports. Users choose a supported source, authorise access, select the relevant tenant or account where applicable and run pulls for reporting and analysis.

Provider source datasets are downloaded through the desktop app to the user’s local PC and local app data. Datplan does not operate a cloud-hosted analytics warehouse for those provider datasets and does not sell them or use them to provide a Datplan cloud reporting database.

Source data that may be accessed

Datplan only accesses live source data after the user authorises the relevant provider account. Available data depends on the provider, connected account, authorised permissions, selected source and purchased plan.

Xero

Xero data may include organisation and tenant details, contacts, invoices, bills, credit notes, payments, bank transactions, accounts, tax rates, tracking categories, journals, reports, attachment metadata where authorised and related accounting records needed for reporting, reconciliation, dashboards and fact-and-dimension outputs.

HubSpot

HubSpot data may include account and portal details, contacts, companies, deals, tickets, owners, pipelines, stages, properties, lists, activities, engagements, notes and related CRM records needed for reporting, dashboards and exports.

Companies House

Companies House data may include public records for recently incorporated UK companies, including company name, company number, incorporation date, status, type, registered-address fields and SIC or activity information where available.

Where source data is stored

Provider source datasets are stored in the app’s local data and output files for modelling, dashboards, exports, audit review and reconciliation work. Users are responsible for protecting the device, Windows profile, local app files, exports, backups and reports.

If the user deletes the app, local files, exports or local app data, those local copies may be removed from the device according to the user’s own device and backup settings.

Account, access and usage records

Datplan may store the account, access, billing and usage information needed to operate the service. This may include user identifiers, email address, sign-in claims or identity references, source ID, provider tenant or account reference, plan, billing state, usage counters, allowance checks, execution state, run status, error state, cancellation state, renewal dates and support communications.

These records support sign-in, source access, billing checks, usage limits, run tracking, product communications, support, fraud prevention, security and service administration.

Source authorisation and tokens

Supported live sources use user-authorised or provider-authorised access flows. Users grant permission through the provider’s own process. Access and refresh tokens are handled for authorised source requests and are not shown on the public website.

Users may revoke provider access through the provider’s account settings where supported. Datplan may also remove stored access records as part of an account-deletion or support request, subject to legal, security and operational retention requirements.

Purchases and billing

Source plans are selected inside Datplan DataPull after sign-in. A secure payment flow processes the purchase and returns payment status. Datplan records the payment and source-access state needed to apply the selected plan to the signed-in account.

Payment success or cancellation pages on datplan.com only show return status. Source access is applied from trusted payment and account records, not from visiting a return page.

Support and contact information

If a user contacts Datplan, Datplan may collect the information submitted, such as name, email address, company, message, source, plan context and support details. This is used to answer enquiries, manage source access and provide product, billing, privacy and support services.

Do not send passwords, access tokens, authorisation codes, provider secrets, raw local databases, confidential client records or sensitive screenshots unless Datplan specifically requests an appropriate secure route.

Data sharing and sale

Datplan does not sell user data or provider source data and does not use provider datasets for advertising resale or data brokerage.

Datplan may share limited information with service providers where needed to operate the app, website, account access, billing, support, security or source connection. Information may also be disclosed where required by law, regulation, court order, security investigation, fraud prevention or protection of rights and safety.

Retention and deletion

Source datasets downloaded to the PC remain under the user’s control on that device. Datplan cannot automatically remove every local export, backup, report or copy created outside app-controlled workflows.

Datplan retains account, billing, source-access, usage, execution, support and plan records for as long as needed to provide the service, resolve issues, comply with legal and accounting duties, prevent fraud, maintain security and manage disputes. Some records may need to be retained for legal, tax, accounting, security or dispute-resolution reasons.

Contact info@datplan.com to ask about access, correction or deletion.

Third-party services

Datplan may use third parties for website hosting, app distribution, account access, source authorisation, service operations, secure payment processing, email and support. These may include Netlify, Microsoft Store, cloud service providers, payment services and supported source providers.

Each third party processes information according to its own terms, privacy policy and service role. Datplan aims to limit third-party processing to what is needed for the product, security, support, billing and legal obligations.

User choices

  • Choose whether and when to authorise a supported live source.
  • Revoke provider access through provider settings where supported.
  • Delete local exports, reports and app data when no longer needed.
  • Control where exports are stored, backed up, shared or published.
  • Contact Datplan about access, correction, deletion or support.

Security summary

Datplan uses technical and organisational controls intended to protect account access, source access, usage records and support data, including access controls, provider authorisation flows, secure token handling and separation between public website content and private service operations.

No software or online service can guarantee absolute security. Users should protect their device, operating system, sign-in details, provider accounts and local files.

Contact

For privacy, support or deletion enquiries, contact info@datplan.com.