How to start using PlanMill BI Data Connector – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to start using PlanMill BI Data Connector

PlanMill BI Data Connector gives you flexible data export across PlanMill system. Via PlanMill BI Data Connector you can analyze your PlanMill data with Business Intelligence (BI) and visualization tools such as Google Data Studio, Power BI, Qlik & Tableau.

Features

  • It sends data table and reports data in multiple CSV files over SFTP
  • Custom fields/keys can be easily included in the selected data table export.
  • Data amount: Limited to 10 000 rows per report

Requirements

  • PlanMill CRM, PROJECT or ERP and BI Data Connector
  • PlanMill BI Data Connector and Setup Pack
  • Designated user account: Active ‘PlanMill BI Data Connector’ user for managing the exportable data sets.
  • SFTP transfer

Get started

  1. Order your PlanMill BI Data Connector
  2. Provide us
    • SFTP-user name
    • SFTP-password
    • URL of the SFTP-address
    • Target folder for files
    • Start date for the integration and clocktime
    • Frequency: Daily / Weekly / Monthly?
    • What desired data tables (list view) are needed to export
    • What Reports are needed to export

More information

  • Contact us at sales@planmill.com to find out how PlanMill BI Data Connector can help your business.
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