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Adaptive Insights LLC.

Automated Data Integration for Enhanced Reporting and Analysis (49:00)

Watch a video on Adaptive Integration tips and tricks: Integrating GL and ERP data, importing and exporting using Excel, managing data across multiple data sources.

Join our finance director, Tom Peff, and integration expert, Cody Johnson, for tips and tricks using Adaptive Integration involving:

  • Integrating GL and enterprise resource planning (ERP) data as well as CRM and HR systems
  • Excel import/export
  • Managing data integration across multiple data sources in a self-service manner, in a click-not-code experience

The user interface might not match what you see in this video.

Automated Data Integration for Enhanced Reporting and Analysis


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