Connecting to your data

How do I connect to my data:

Use Solver integrations with data connectors to access your data in the cloud or on premises. Solver connectors also offer QuickStart’s to easily map the most common fields and include a growing number of pre-created Report’s and Input templates. Solver also has hybrid connectors which provide live access to on-premises ERP’s.

Which Connectors are available:

Solver offers a growing list of connectors to integrate with cloud, on-premises and file-based data. Here is a list of connectors available now.

• Acumatica
• Dynamics 365 Business Central
• Dynamics 365 Finance & Operations
• Dynamics 365 Sales
• Dynamics GP Odata
• Dynamics Nav
• File Import
• Generic OData
• Google Analytics
• HubSpot
• NetSuite
• QuickBooks Online
• Sage Intacct
• Salesforce
• SAP Business ByDesign
• SAP Business One
• SQL Gateway to on-premises
• SQL Server
• Zendesk

Which connectors offer QuickStart

QuickStart connectors offer pre-configured integrations using a simple click-through wizard experience as well as pre-created reporting and input templates. QuickStart can be used by virtually any Solver user with access to the source systems. Solver also offers a QuickStart compatible concept by using the file import option

• Acumatica
• Dynamics 365 Business Central (cloud)
• Dynamics 365 Finance & Operations
• Dynamics 365 Sales & Service (CRM)
• Sage Intacct
• HubSpot
• Salesforce

Getting started with connectors

Solver connectors offer an easy way to import data. There are options to connect to cloud based SaaS systems, on-premises systems, and file based data such as Excel or CSV files. To get started with importing data do the following:

1. First ensure the period dimension has been configured. The period dimension will be referenced in the data, so this dimension should be configured first.
2. Navigate to the Data Warehouse menu and then integrations. Note that if the Data Warehouse menu is not visible, permissions to access the menu will need to be granted by an administrator.
3. Click the connector of interest to learn more about it. If it is a QuickStart connector, there will be an additional button to “Create QuickStart.” This will start the QuickStart wizard. The wizard will ask questions to help configure the connection and prepare the data for import. These settings can be changed at any time after the wizard is finished. The wizard will even set up a recurring import schedule. Once the QuickStart wizard is finished, the template marketplace will be available to download pre-created report and input templates.
4. Once the integration completes and templates have been downloaded from the marketplace, all that is left is to start running templates and exploring the data.

Hybrid Connectors

Solver also offers Hybrid connectors to access live data from on-premise ERP’s. The following ERP’s are supported with Hybrid reporting and planning:

Supported hybrid connectors:

• Dynamics GP2016+
• Dynamics SL2016+
• Dynamics NAV (Business Central on-premise)
• SAP B1 v9.0+
• Acumatica 2016+ (Reporting only)
• Dynamics AX2009 (Reporting only)
• Sage 100/300/500, 2016+ (Reporting only)

To learn more about Hybrid connectors for on-premise

Hybrid support for on-premise ERPs for both Reporting and Planning here