Connectors
A connector reads data straight from another system, so you do not have to export and upload files. Data from a connector is read again before every reconciliation run. Start from Data → Data sources → Connect a system.
Available connectors
Section titled “Available connectors”| Connector | Category | Signs in with | Reads |
|---|---|---|---|
| Tally Prime / ERP 9 | Accounting | Nothing (Tally’s HTTP interface on your network) | Vouchers for a date range, one row per ledger entry |
| Xero | Accounting | Your Xero account (sign in once) | Invoices, bank transactions, payments and more from a connected organisation |
| QuickBooks Online | Accounting | Your QuickBooks account (sign in once) | Invoices, bills, payments, deposits, journal entries and more |
| Zoho Books | Accounting | Your Zoho account (sign in once) | Invoices, bills, payments, credit notes and more |
| OData service (SAP, Dynamics, NetSuite) | ERP | User name and password | An entity set from any OData v2, v3 or v4 service, such as SAP’s supplier invoice and journal entry APIs |
| MySQL / MariaDB | Databases | User name and password | A table, view or SELECT query, read-only |
| Microsoft SQL Server / Azure SQL | Databases | User name and password | A table, view or SELECT query, read-only |
| Google BigQuery | Warehouses | A read-only service account | A table or a SELECT query |
| Snowflake | Warehouses | Key-pair sign-in | A table or a SELECT query |
| SFTP folder | Files | Password or SSH key | The newest file matching a pattern, such as a daily bank statement drop |
| FTP folder | Files | User name and password (FTPS recommended) | The newest file matching a pattern |
| Google Drive file | Cloud storage | Your Google account (sign in once) | A CSV, Excel or bank statement file, or a Google Sheet exported as CSV |
| Google Sheets | Cloud storage | Your Google account (sign in once) | One tab of a private sheet; the first row is the column names |
| OneDrive / SharePoint file | Cloud storage | Your Microsoft account (sign in once) | A CSV, Excel or bank statement file from OneDrive or a SharePoint library |
Two more sources are set up from New data source instead: an Airtable base (with a personal access token) and a PostgreSQL database.
Setting one up
Section titled “Setting one up”- Choose the connector. If it is not ready on this server (an account-based connector needs the server to be set up with that provider), it is shown greyed out with what is missing.
- Choose a saved connection, or enter the settings. Accounts you sign in to (Xero, QuickBooks, Zoho, Google, Microsoft) and saved credentials (databases, servers, warehouses) are kept on the Connections page, so several data sources reuse them.
- Test connection. RefinePoint checks the settings and lists what it can read: tables, sheets, reports.
- Pick what to read and preview it. The columns found and their types are shown.
- Review the fields and save.
Good to know
Section titled “Good to know”- Security. Passwords, keys and tokens are encrypted when saved and never shown again; editing a connection shows them masked. Database and warehouse connections only read.
- Size. A connector reads up to 100,000 rows at a time by default.
- Private networks. Connectors reach systems on the internet. A system inside your own network (Tally on an office PC, a database behind a firewall) needs to be reachable from RefinePoint; talk to your administrator.
- Dates and amounts are read with the types the connector reports. Check them when you review the fields.