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.
What you’ll learn
Section titled “What you’ll learn”- Sign up and set up your company profile
- Connect your first integration (ConnectWise, QuickBooks, etc.)
- Build a dashboard with a few widgets
Before you begin
Section titled “Before you begin”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)
How data flows through Resplendent
Section titled “How data flows through Resplendent”Here’s the basic pipeline:
Integrations → Datasets → Modified/Joined Datasets → Widgets → Dashboards- Integrations pull data from your external apps and databases
- Datasets are the raw tables from those integrations
- Modified Datasets let you filter and transform data without changing the source
- Joined Datasets combine data from multiple sources into one view
- Widgets display your data as charts, tables, or metrics
- Dashboards organize widgets into shareable views
Frequently asked questions
Section titled “Frequently asked questions”How long does setup take?
Section titled “How long does setup take?”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.
What integrations are supported?
Section titled “What integrations are supported?”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.
Do I need coding or SQL skills?
Section titled “Do I need coding or SQL skills?”No. The dashboard builder is drag-and-drop, and data transformations use a visual interface. No SQL or programming required.
Is there a free tier?
Section titled “Is there a free tier?”Yes. Free Forever includes 1 user, 1 integration, 2 dashboards, and 10 widgets. Data refreshes every 60 minutes (or manually on-demand).
Can I try before committing?
Section titled “Can I try before committing?”Yes. Start on Free Forever with no credit card. Upgrade anytime from Company → Subscription.
Next steps
Section titled “Next steps”Ready? Start by creating your account.