OutSmart connector · Field Service Management
OutSmart connector
The DigiData OutSmart connector synchronizes supported field service data to OData and CSV for reports on work orders, planning, hours, projects, materials and invoicing.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect OutSmart to DigiData?
DigiData connects OutSmart with an account token and software token from the OutSmart settings. The connector synchronizes relationships, work orders, work periods, employees, planning, hours, projects, quotations, invoices, materials, objects and stock data as separate tables. OData is available for recurring reporting in Power BI and Excel; CSV is available for delimited exports. Which records are available remains dependent on the rights and data in the linked OutSmart account.
More about OutSmart: out-smart.com/.
Connecting OutSmart to Power BI in short
The OutSmart connector is available and synchronizes supported tables such as Work orders, Work periods and work order materials, Work statuses and work types and Relations, addresses and contact persons. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Create an account token in the OutSmart settings under Software integrations and also use the corresponding software token. Add both tokens in the DigiData dashboard; DigiData stores them encrypted.
- Refresh
- Incremental synchronization of changed relations and work orders after the first loading round. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- API keys and tokens for linked applications are stored encrypted.
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in OutSmart. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- From €125 per month for the platform and one OutSmart link, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the OutSmart link?
An overview of what DigiData does with your OutSmart data:
Which data
Available OutSmart data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with OutSmart data?
Operational dashboards for open, completed and invoiced work orders
Analyze hours, travel movements and material use per project or employee
Track field service planning and workload in Power BI
Combine quotes, execution and invoicing in a continuous service report
How it works
How does the OutSmart link work?
Connect OutSmart
Link your OutSmart account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
OutSmart in Power BI
Load OutSmart work orders, planning, hours, relationships, projects, quotes, invoices and materials via the DigiData OData feed in Power BI. You configure relationships, measures and dashboards in the Power BI model.
Frequently asked questions
Questions about the OutSmart integration
How do I connect OutSmart to Power BI?
With DigiData you automatically synchronize OutSmart data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a OutSmart API connection yourself.
How often is OutSmart data refreshed?
Incremental synchronization of changed relations and work orders after the first loading round. The availability of new records remains dependent on the source API and your set synchronization schedule.
What does the OutSmart connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which OutSmart data is synchronized?
DigiData synchronizes the supported tables for work orders, relations, employees, planning, hours, projects, quotations, invoices, materials, objects and warehouses. This page contains the complete grouped list.
How do I connect OutSmart to DigiData?
Create an account token in the OutSmart settings under Software integrations and also use the corresponding software token. Add both tokens in the DigiData dashboard; DigiData stores them encrypted.
Does DigiData change the status of a work order during synchronization?
No. DigiData retrieves work orders without automatically changing the OutSmart status to Completed.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place OutSmart next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect OutSmart to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
