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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 Library to the Assistant. 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 to add a data source and pick from the categories below. Use the search box, or the category filters above the list, to find a connector quickly.
The screen for adding a data source, showing the connector categories

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, NetSuite, Stripe, Salesforce, HubSpot, Acumatica, SyteLine, Harvest, Ramp, Brex, Measure, Float, Rillet, Tabs, and Gusto. 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. File Upload. Upload a CSV or an Excel workbook, 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 NetSuite, QuickBooks, HubSpot, 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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Uploading files

File Upload takes CSV files and Excel workbooks, in .csv, .xlsx, and .xls formats, and you can bring in several at once. Each sheet in a workbook becomes its own table in Pluvo, and you name each one as you finish setting it up. Once connected, the source keeps a record of the workbook it came from and which sheet became which table, so you can always trace a table back to its origin. Open the connection and choose Download original file to get back exactly what was uploaded.
A very large sheet can be too big to import from Excel. If that happens, Pluvo names the sheet and asks you to export it as a CSV and upload that instead.
Structure the workbook the way you want it to appear before you upload. One clean sheet per table, with a single header row, saves cleanup later.
Uploading a file here makes its data available to the Assistant and your Library. If you want to build a model by hand in a grid, use Spreadsheets instead.

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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, choose to add a data source, and pick the system you want to connect. Search or filter by category to find it quickly.
2

Authenticate or enter credentials

For apps like Xero, QuickBooks, HubSpot, and Gusto, you sign in through that service and authorize Pluvo. Some, like Rillet and Tabs, ask for an API key instead, and a direct NetSuite connection uses your account ID and token-based credentials. For warehouses, you enter your connection details, such as host, database, and credentials. For files, you select the CSV or workbook to upload. Pluvo only reads your data, and never writes back to the source without your explicit permission.
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

Pluvo suggests a name based on the entity the connection covers, so two connections of the same type are easy to tell apart. Keep it or rename it, then finish. It appears in your list of sources with its current status.
6

Set a sync schedule

New connections sync only when you ask. To keep the data current automatically, set a schedule, as described below.

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Keeping data current

Open a connection and, on its Overview tab, find Sync schedule. Choose how often Pluvo should pull in new and changed records:
  • Manual only, the default, syncs only when you choose Sync now
  • Hourly syncs at the top of every hour
  • Daily syncs once a day at the time you choose
  • Weekly syncs once a week on the day and time you choose
Choose Save schedule to apply it. Times are in your own timezone. Schedules apply to app and warehouse connections; uploaded files update when you upload a new version.
Match the schedule to how you use the data. Hourly suits data you check through the day, like cash or pipeline. Daily is plenty for most accounting data, and saves syncing records that have not changed.
Sync now pulls fresh data at any time, regardless of the schedule. A connection shows Active when it is healthy and available to use across the platform. While it syncs, it shows how many tables are done out of the total, then Finishing up before returning to Active.

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Inside a connection

Open a connection from the Data list to see everything about it on one page. Overview shows its status, type, when it last synced, and how many records it holds, along with its sync schedule and its credentials, which you can update with Edit credentials. If access has expired, a banner asks you to Reconnect. For uploaded workbooks, it shows the original file and which sheet became which table. Disconnect removes the connection. Tables lists every table the connection brings in, with each table’s status: Synced, Syncing, Queued, Error, or Unavailable. You can search tables and columns, sync a single table, download a table’s data, and use Manage tables to choose which tables to sync, as long as at least one stays selected. If you stop a sync partway, the connection is marked as cancelled rather than failed. Sync it again when you are ready, since it needs a complete run before the data can be used.

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When a table is unavailable

For warehouse connections, a table marked Unavailable is one Pluvo can no longer reach, usually because it was dropped from the warehouse or the connection’s credentials lost access to it. Pluvo stops retrying it, and hovering the badge tells you which table is affected. Restore access to it, or deselect it, to clear the status. That is different from Error, which means a sync attempt failed and is worth retrying.

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Who can see a connection

Each connection has its own access, like an artifact. The person who creates a connection owns it, and the Data list shows only the connections you have access to. The Assistant follows the same rules, so it only answers from connections you can see. To give colleagues access, find the connection in the Data list and choose Share connection. People with edit access can sync it, change its schedule, and update its credentials.
New connections are not shared with your organization automatically. When you connect a source that others need, share it straight away, otherwise colleagues will not see its data in the Assistant or the Library.

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Tips

If you connect the same system twice, for example two Xero entities, Pluvo names each connection after the entity it covers so you can tell them apart at a glance. Rename them if your own naming is clearer.
Open a connection to see everything about it in one place: its status, when it last synced, the tables it brought in, and its settings.

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What’s next

Once your data is connected, head to the Library to review and approve what Pluvo has learned about it, so answers rest on definitions you have governed.