Trending: QuickBooks

  • What users can do leveraging DataBlend integration?

    • Load General Ledger Detail (can be used to Income Statement, Balance Sheet (if set to Delta) and transactions. Can load dimensions (Customer, Vendor, Department, Project, and custom dimensions).
    • Can also use Profit and Loss reports, Balance sheet reports (if Adaptive is set to ‘Balance’)
    • Data can be loaded to Actuals, Plan versions, cube and modeled sheets.
    • Customer/Vendor come over in same ‘Name’ column, but can be separated within DataBlend, so both dimensions can be loaded if wanted

Why choose DataBlend over standard system connection tool/API

  • DataBlend can handle custom fields

  • Setup included for standard workflows

  • Data forensics and monitoring of workflows

Common Use Cases

  • QuickBooks -> Adaptive Insights

Case Study – QuickBooks to Adaptive

Challenge

Get Actuals to Adaptive Insights, without spending hours doing it manually and never having up-to-date data. Customer would load once/month but would not load prior months that may have had changes, so balance sheet was never balanced in Adaptive.

Solution

DataBlend brings data in, reformats it, and pushes to Adaptive based on time periods the customer chooses. Many customers will reload an entire year’s worth of data every night to ensure any changes to prior periods are being captured.

Outcome

Balance sheets are always balanced, data is always fresh and up-to-date, customers have time to spend on other important tasks and don’t have to worry about the data manipulation. They always have data they can rely on and can reload prior years if needed.