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    Simplicate
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    Simplicate

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    Article summary

    Simplicate is a comprehensive Customer Relationship Management (CRM) and project management software designed to streamline and optimize business processes, particularly for service-oriented companies. It integrates various functionalities such as sales, project management, time tracking, and invoicing to provide a unified platform for managing client relationships and enhancing operational efficiency.

    Refer to our website for the list of metrics and attributes available in Dataddo.

    Refer to Simplicate's official documentation to see all available endpoints from the Simplicate API.

    Authorize Connection to Simplicate

    In Simplicate

    To authorize your Simplicate account, you will need your subdomain name, an authentication key (= API token) , and an authentication secret.

    1. In your Simplicate account, navigate to the Settings page and continue to API.
    2. Click on New to generate an API key.
    3. Copy the API Key and the API Secret.

    In Dataddo

    1. On the Authorizers page, click on Authorize New Service and select Simplicate.
    2. Fill in the following fields:
      1. Subdomain: Your Simplicate subdomain name, e.g. subdomainname from https://subdomainname.simplicate.com.
      2. Authentication Key: Simplicate API key.
      3. Authentication Secret: Secret to your API key.
    3. Rename your authorizer for easier identification and click on Save.

    How to Create a Simplicate Data Source

    1. On the Sources page, click on the Create Source button and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
    3. From the drop-down menu, select your authorizer.
      Didn't find your authorizer?

      Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. Click on Save and congratulations, your new data source is ready!

    Troubleshooting

    Data Preview Unavailable

    No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

    • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
    • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

    Related Articles

    Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

    Sending Data to Dashboarding Apps

    Sending Data to Data Storages

    Other Resources

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