Integrations with MIP - Comment with your requested products (Salesforce, Bill, ADP, etc.)
would love the ability to exchange financial transaction information between MIP and Salesforce without having to create special export and import files to process manually
PLEASE ADD A COMMENT WITH PRODUCTS THAT YOU WOULD LIKE TO SEE INTEGRATED WITH MIP ACCOUNTING - Use the 'like' button as your vote for that product
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17 Dec
BethKeep it simple...Power Query for either Excel or Power BI reporting. I don't always need to change the data like the API process, I just want an easy way to extract the existing data (transactions, lists, balances, etc.) to run my own analysis, sort, pivot, etc. and/or run regular automated extracted dumps. Like let me designate a destination and parameters for the data (dates, fields, segments, etc.), and set a scheduled run, then let it export and save the report/data in the designated destination folder.