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What it does

Data is where you connect the systems your numbers already live in. Once a source is connected, Pluvo syncs the underlying tables, keeps them up to date, and makes them available to everything else in the platform, from your Ontology to the Assistant and Reports. You can connect three kinds of sources: cloud data warehouses, accounting and finance apps, and flat files you upload yourself. Mix and match as many as you need, all in one place.

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What you can connect

From Data, choose Add new data source and pick from the categories below.
The Add new data source screen showing data warehouses, direct connectors, merge connectors, custom integrations, and file upload

Adding a new data source in Pluvo

Data Warehouses. Connect directly to your warehouse to bring in data at scale: PostgreSQL, Snowflake, and Databricks. Direct Connectors. Connect straight to an app’s own API for a native link: Xero, QuickBooks, Stripe, Salesforce, Acumatica, Ramp, Measure, and Float. Merge Connectors. Connect through a unified integration layer that normalizes data from many systems into a consistent shape: NetSuite, Sage Intacct, QuickBooks, Salesforce, HubSpot, and Xero. These are useful when you want the same fields and structure across different source systems. Custom Integrations. Bring in pre-mapped accounting data through Merge Accounting Upload. File Upload. Upload your own spreadsheets and CSVs, or add a Freeform Text source when the context you want to share is written rather than tabular.
Some systems appear under more than one category, for example QuickBooks, Xero, and Salesforce. A direct connector links to that app’s native API, while a merge connector standardizes its data alongside your other systems. Pick whichever fits how you want the data structured.
Not every connector is switched on for every organization. If you expect to see one and it is not there, contact your account team.

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Adding written context with Freeform Text

Not everything useful lives in a table. Freeform Text lets you bring in written material, such as policies, organizational context, or commentary on a period. Pluvo reads the document and pulls out the individual facts it contains, then you review and approve those facts before they inform any answers. Only the facts you approve are used, so nothing goes into your results without a person confirming it first.

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How to connect a source

1

Choose a source

Open Data, select Add new data source, and choose the system you want to connect. You can use the search box at the top to find it quickly.
2

Authenticate or enter credentials

For apps like Xero, QuickBooks, and Stripe, you sign in through that service and authorize Pluvo. For warehouses, you enter your connection details (such as host, database, and credentials). For files, you select the spreadsheet or CSV to upload.
3

Select the data to bring in

Choose which tables or datasets you want Pluvo to sync from the source.
4

Let the first sync run

Pluvo pulls in the selected data. You can watch progress as each table syncs.
5

Name and finish

Give the connection a clear name (for example “NetSuite data”) and finish. It then appears in your list of sources with its current status.

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Keeping data current

After the first sync, Pluvo keeps your data up to date by pulling in new and changed records. A connection shows a status such as READY when it is healthy and available to use across the platform. You can re-sync a source at any time, and if something looks off you can re-run a full sync to reimport everything from scratch.

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Tips

Give each connection a name you will recognize later. You will see that name when you pick a source in the Ontology and elsewhere, so “NetSuite data” is clearer than the default.
For spreadsheets, each tab in an Excel workbook comes in as its own table, so structure your file the way you want it to appear in Pluvo before uploading.

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What’s next

Once your data is connected, head to the Ontology to see how Pluvo maps those raw tables into connected business entities you can analyze.