Connecting to HubSpot (BETA)
DataDear can now be connected to one of the most popular free CRMs on the web. HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core.
Still in BETA, this data feed will help finance teams build reports with data coming from the HubSpot CRM. Data that can be downloaded in Excel include contacts, tickets, companies, deals and properties. Get creative and build reports across your accounting software and data from the CRM.
QuickBooks - New Template
You asked, we listened - Now users can benefit from the ability to bulk add and update Sales Receipts and Expense transactions with QuickBooks Online in bulk. No more journalling of these transactions. The usual process for posting and editing transactions in QuickBooks Online directly from Excel is now available in the Templates Library.
Xero - New Template
Another highly requested feature to create and maintain quotes in bulk directly from Excel. The Xero API has evolved and draft quotes can now be created directly from Excel using DataDear. The Quotes template is available in the Templates Library.
Xero Accounts Data TablesA major upgrade to the Xero accounts data table was carried out to enhance it's reporting capabilities. These changes can be grouped as follows:
A new option in the parameters window allows for the name of the company to show in the data table - this is handy in preparation for extending this functionality to the DataDear groups.
Once this table is downloaded, additional columns manually added to the data table will not be overwritten with any new or edited accounts on refreshing the sheet. A clever way of updating this table will ensure any mapped data is not lost. This is particularly useful when building reports using the chart of accounts to structure the layout.
Find and recode - Get data to EditTransactional data before the Xero lock date cannot be changed and DataDear does not get any data prior to the lock date since these cannot be edited. However there are instances where this 'logic' does not apply such as when a transaction is in draft format and needs to be amended. There are also instances where you need to access historical transactions to copy them and create new ones.
The Get data to Edit has therefore been enriched to cater for these instances - You will now be able to get all transactions - even those before the lock date by selecting a checkbox in the parameters window. This has been applied to the Invoice and Bills and Manual Journals templates. Naturally Xero will allow transactions to be posted outside of the locked period.
Coming Soon - Enhanced Xero ReportingThe team is finalising a set of sample reports for a single company or a group which allows for enhanced reporting to be built using the chart of accounts and reporting codes. With this month's release the team managed to create the necessary magic to entertain this highly requested feature. This reports will be easily customisable based on the preferred layout and simple drop-downs with custom data driven by the user.
Teaser of setting up the reporting codes:
Watch out this space for more updates!
QuickBooks - Profit & Loss Multiple Period report - This report now includes the Period as Rows option where periods are displayed as rows instead of columns. This is an important update and allows users to create additional reporting using pivot tables.
Xero - Profit & Loss Multiple Period report - The Period column is now being converted to date - saving users having to transform the data type.
Various bug fixes and performance improvements.
The upgrade will start on the 16th August 7.00am UTC (18.00 AEDT / 20.00 NZDT / 09.00 CEST / 9.00 SAST / 00.00 PDT) and will take no more than 2 hours during which DataDear will be unavailable. The add-in will update automatically once you open Excel after the release is completed.