Connect Your First Data Source

Resplendent Data needs something to pull from. This guide walks you through connecting your first integration—whether that’s a PSA tool, accounting software, or a database.

Pick your source type

Source type	Examples	Notes
Cloud app	ConnectWise, Autotask, QuickBooks Online, HaloPSA	Most common. Connects via API.
Database	PostgreSQL, MySQL, SQL Server	Direct connection. Requires whitelisting our IPs.
On-premise	QuickBooks Desktop, local SQL Server	Requires installing our Sync Agent on your server.

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Connecting a cloud app

This covers tools like ConnectWise, Autotask, or QuickBooks Online.

Step 1: Go to Data Settings

1. Log in to Resplendent Data
2. Click Data Settings in the sidebar
3. Select Integrations

Step 2: Find and connect your service

1. You’ll see a gallery of supported integrations
2. Find your app (e.g., “ConnectWise”) and click Connect on the card

Step 3: Authenticate

You’ll see one of two screens depending on the service:

OAuth (QuickBooks Online, Google Sheets, etc.)

1. Click Connect with [Service Name]
2. A popup opens—log in with your credentials for that service
3. Click Authorize or Allow
4. The popup closes and you’re connected

API Keys (ConnectWise, Autotask, HaloPSA)

1. You’ll see a form asking for credentials (Public Key, Private Key, etc.)
2. Generate these keys inside the other application
3. Need help? See the specific guides:
   • ConnectWise Manage
   • Autotask PSA
   • HaloPSA
4. Enter the keys and click Save & Test

Step 4: Open the dataset editor

Once the connection test passes, a Sync Dataset button appears in the dialog. Click it to open the Dataset Editor.

Step 5: Select a dataset and columns

The Dataset Editor has two panels:

1. Right panel: A scrollable list of all available tables from your integration (Tickets, Invoices, Companies, etc.)
2. Left panel: Shows the columns for whichever dataset you select

To add a dataset:

1. Click a dataset name in the right panel to select it
2. In the left panel, use the checkboxes to choose which columns to include (there’s a “Select All” option at the top)
3. Optionally give the dataset a custom label
4. Click Save & Close to start the sync

Repeat for each dataset you want to sync. Start simple—pick your most important data (Tickets, Invoices) to keep the initial sync fast. You can always add more datasets later.

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Detailed setup guides

For step-by-step API key instructions:

PSA & ITSM

• ConnectWise Manage
• Autotask PSA
• HaloPSA

Accounting

• QuickBooks Online & Desktop

Databases

• Database connections (SQL)

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Databases and on-premise sources

Database connections

Connecting a database requires whitelisting our IP addresses and providing read-only credentials. See the Database Connection Guide.

On-premise agents

For QuickBooks Desktop or local SQL servers behind a firewall, you’ll need a Sync Agent running on your network:

1. Go to Data Settings → Sync Agents
2. Create a new agent and copy the credentials
3. Install the agent on a Linux server (or any machine with Docker)
4. Follow the QuickBooks Desktop On-Premise Setup for the full walkthrough

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What happens after you save a dataset

Your dataset appears in the Datasets list with a status:

1. Initializing — Setting up the connection
2. Syncing — Downloading your historical data
3. Active — Done! Data is ready to use.

How long does it take?

• Small accounts: A few minutes
• Large accounts (10+ years of data): 1-4 hours for the initial pull

Refresh rates

After the initial sync, data updates automatically:

Tier	Refresh rate
Free Forever	60 minutes (or manual)
Starter	Every 15 minutes
Professional+	Every 60 seconds

Note

You don’t have to wait for the full sync. As soon as some rows appear in the Datasets tab, you can start building widgets.

Next steps

Data flowing? Time to build your first dashboard.