Data Sources Overview
Resplendent Data pulls from your business tools and databases. This section covers what you can connect and how to manage those connections.
Types of data sources
Section titled “Types of data sources”1. Cloud integrations
Section titled “1. Cloud integrations”Direct API connections to common business apps. These are pre-configured to sync the data you’ll actually use.
- PSA/ITSM: ConnectWise Manage, Autotask, HaloPSA
- Monitoring / RMM: Liongard, NinjaOne
- IoT / Telemetry: Motion.cloud
- Phone systems: 3CX
- CRM: Salesforce
- Accounting: QuickBooks Online, Wave Financial
- Project management: ClickUp
- Office: Google Sheets
2. Database connections
Section titled “2. Database connections”Connect directly to your own databases.
- PostgreSQL, MySQL, Microsoft SQL Server, IBM DB2
3. On-premise and local sources
Section titled “3. On-premise and local sources”For systems that aren’t accessible from the cloud, we have a Sync Agent.
- QuickBooks Desktop: Sync your desktop accounting data
- Private databases: Connect to databases behind a firewall
How syncing works
Section titled “How syncing works”The data flow
Section titled “The data flow”Source App/Database → Integration → Datasets → Widgets- Connect: Authenticate with your source
- Initial sync: We pull your historical data (can take a while for large accounts)
- Automated refresh: The system checks for changes based on your tier’s refresh rate
Refresh rates by tier
Section titled “Refresh rates by tier”| Tier | Refresh rate |
|---|---|
| Free Forever | 60 minutes |
| Starter | 15 minutes |
| Professional | 60 seconds |
| Business / Starship | 60 seconds |
Connecting a new source
Section titled “Connecting a new source”Step 1: Open the integrations page
Section titled “Step 1: Open the integrations page”- Click Settings in the sidebar
- Select Integrations
Step 2: Connect and authenticate
Section titled “Step 2: Connect and authenticate”- Find your integration in the gallery
- Click Connect on the card
- Follow the prompts to sign in via OAuth or enter your API credentials
Step 3: Select datasets
Section titled “Step 3: Select datasets”Once connected, you’ll see all available tables from that source. Pick the ones you want and click Start Sync.
Managing existing connections
Section titled “Managing existing connections”Your active connections live in Settings → Integrations.
- Monitor status: See if a connection is healthy or has an auth error
- Update credentials: If your API key changes, update it here without breaking your widgets
- Disconnect: Removes the integration and stops syncing
Enabling and disabling integrations
Section titled “Enabling and disabling integrations”You can temporarily disable an integration without disconnecting it. This is useful when:
- A source is undergoing maintenance and you want to pause syncs
- You need to stop data from a test or sandbox environment
- You want to preserve existing datasets and dashboards but stop updates
What happens when an integration is disabled
Section titled “What happens when an integration is disabled”- Syncing stops: No new data is pulled from the source
- Existing data stays: Datasets and dashboards built from the integration remain intact
- Dataset status changes: Datasets from a disabled source show a Disabled status in the dataset list
- Resync is blocked: You cannot manually resync datasets from a disabled source
- New datasets are blocked: You cannot create new datasets from a disabled integration
How to disable or enable an integration
Section titled “How to disable or enable an integration”Integration status is managed through the API. Use the POST /set-integration-status endpoint to toggle the is_disabled flag.
There is no UI toggle for this in the app. If you need to disable or re-enable an integration, make an API call with your credentials:
curl -X POST "https://app.resplendentdata.com/api/v1/set-integration-status" \ -u "YOUR_CREDENTIAL_ID:YOUR_CREDENTIAL_KEY" \ -H "Content-Type: application/json" \ -d '{ "wl_customer_id": "12345", "wl_env_id": "us10", "integrations": [ {"source_uuid": "your-source-uuid", "is_disabled": true} ] }'To re-enable, set is_disabled to false.
Identifying disabled integrations in the UI
Section titled “Identifying disabled integrations in the UI”When creating or editing a dataset, disabled integrations appear in the source selector with reduced opacity and a (Disabled) label. They cannot be selected.
In the dataset list, disabled sources show:
- Status: Disabled
- Color: Gray (basic)
- Tooltip: “This dataset’s integration has been disabled. Syncing is paused until the integration is re-enabled.”