Simplicate connector · CRM & PSA
Simplicate connector
With the DigiData Simplicate Power BI integration you can synchronize CRM, projects, time registration, invoicing and custom fields to OData tables. Ideal for service companies that want to combine project data, sales and financial reporting without their own Simplicate API connection.
Here you will find the supported data, operation and availability of the connection. Follow the practical guide Simplicate Power BI setup guide for the steps in Power BI.
Last reviewed:
The reason
Why connect Simplicate to DigiData?
The Simplicate connector synchronizes more than 20 supported entities from CRM, HRM, Projects and Sales. This includes contact persons, organizations, contracts, assignments, hours, absenteeism, invoices, custom fields and document data. DigiData offers the tables via OData and CSV. You configure project margin, funnel definitions and other calculations yourself in Power BI or Excel.
Connecting Simplicate to Power BI in short
The Simplicate connector is available and synchronizes supported tables such as Contacts, Organizations, Contracts and Assignments. 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.
Simplicate connector for CRM, projects and hours
The Simplicate connector brings supported CRM, project, hours, invoice and custom field data to OData and CSV. The precise entities are further down this page.
Simplicate Power BI connector
Load CRM, projects, hours, invoices and custom fields as OData tables in Power BI.
Project and hour analysis
See which projects lose margin, which hours are billable and where planning or invoicing is lagging behind.
Alternative to separate SQL exports
Use DigiData as a managed layer instead of custom scripts, SQL dumps or ad-hoc CSV files.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Simplicate in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. 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 Simplicate. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- From €190 per month for the platform and one Simplicate 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 Simplicate link?
An overview of what DigiData does with your Simplicate data:
Which data
Available Simplicate data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Simplicate data?
Calculate project profitability by combining hours and invoices
CRM analyses: sales funnel and customer value in Power BI
Monitor absenteeism trends and leave balances
Declaration overviews per employee or project
How it works
How does the Simplicate link work?
Connect Simplicate
Link your Simplicate 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.
Simplicate in Power BI
Load your Simplicate CRM data into Power BI via the DigiData OData feed. Organizations, contacts, projects, hours, invoices and even custom fields are available as tables. Calculate project profitability, track your sales funnel and combine time data with invoicing for a complete picture of your services.
Frequently asked questions
Questions about the Simplicate integration
How do I connect Simplicate to Power BI?
With DigiData you automatically synchronize Simplicate 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 Simplicate API connection yourself.
How often is Simplicate data refreshed?
DigiData synchronizes Simplicate according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the Simplicate 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 Simplicate modules are supported?
DigiData synchronizes data from CRM, HRM, Projects and Sales, including custom fields and documents.
How often is Simplicate data synchronized?
Default daily, but you can adjust the frequency to every 6 hours, 12 hours or weekly.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Simplicate next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Simplicate to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
