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Getting Started

This guide covers the basics: creating an account, connecting a data source, and building your first dashboard. The whole process takes about 15-20 minutes, assuming you have your API credentials ready.

  1. Sign up and set up your company profile
  2. Connect your first integration (ConnectWise, QuickBooks, etc.)
  3. Build a dashboard with a few widgets

You’ll need:

  • An email address for your account
  • Credentials for the data source you want to connect (API keys, database login, etc.)
  • A modern browser (Chrome, Firefox, Safari, or Edge)

Here’s the basic pipeline:

Integrations → Datasets → Modified/Joined Datasets → Widgets → Dashboards
  1. Integrations pull data from your external apps and databases
  2. Datasets are the raw tables from those integrations
  3. Modified Datasets let you filter and transform data without changing the source
  4. Joined Datasets combine data from multiple sources into one view
  5. Widgets display your data as charts, tables, or metrics
  6. Dashboards organize widgets into shareable views

Most users have live data displaying within 15-20 minutes. The initial sync for large accounts (10+ years of history) can take 1-4 hours, but you can start building dashboards as soon as the first records appear.

Cloud apps: ConnectWise Manage, Autotask PSA, HaloPSA, QuickBooks Online. Databases: PostgreSQL, MySQL, SQL Server. On-premise: QuickBooks Desktop via sync agent, local SQL Server behind firewalls.

No. The dashboard builder is drag-and-drop, and data transformations use a visual interface. No SQL or programming required.

Yes. Free Forever includes 1 user, 1 integration, 2 dashboards, and 10 widgets. Data refreshes every 60 minutes (or manually on-demand).

Yes. Start on Free Forever with no credit card. Upgrade anytime from Company → Subscription.

Ready? Start by creating your account.