Setting up a Data Connector within Plus.Live and other Applications

Setting up a Data Connector

Article Summary


This article explains the process of setting up a Data Connector for Snapshot.Live.

You must use a Data Connector with Snapshot.Live to view data in the Dashboards and it can be optional on other Applications, such as Sales.Live

Data Connection Setup

Think of a Data Connector as a Connection to the Business System that you want to use Snapshot with.

By connecting the Data Connector, you open up the information "lines" between Snapshot (or other Applications on the Plus.Live platform) and the Business System, like ABM, Sage, Sybiz, MYOB and so on.

There are 2 types of Data Connectors:

  1. One for "On Premise" or Desktop Business Systems;
  2. One for Cloud Business Systems.

When you first subscribe to Snapshot.Live, whether on our Free plan, or one of our Business Plans, the first thing you need to do is setup a Data Connector to your Business Systems. 

When you first log in to Snapshot.Live, it will ask you which Business System you would like to connect to.

You can select from our list of Supported Business Systems and it will direct you to either download the Data Connector or link to another Cloud System. 

An article on setting up the On Premise Data Connector can be found here. 

To link to another Cloud Business System, just follow the setup Wizard.

Once you have setup your Data Connector, the Data Sources will be available in Snapshot.Live, along with any Community Dashboard set for your Business System.


Need further information?

Submit a ticket (see below) or if you’re not reading this on our online Help Guide, pop an email to Support@Plus.Live





    • Related Articles

    • Data Connector Special Notes

      IMPORTANT: The Plus.Live Data Connector can be downloaded and set as many times as you want for 1 portal but only ever once per computer. Then per computer click on 'Connect to your Plus.Live Portal'. Generally this is fine for stand alone computers ...

    • How secure is the Data Connector within Plus.Live?

      The Data Connector (DC) uses industry standard HTTPS/SSL (TLS v1.2) encryption for all connections to the Plus.Live Servers - the same as when going to the site in a browser. All connections for the Data Connector (DC) are initiated from the clients ...

    • Step 2: Download and Install On Premise Data Connector

      Article Summary This help article is step 2 of the 3 steps needed to get your Data Connector setup with your Business System Database. Configure the Data Connector When you first create your company portal and sign up to a Plus.Live application (even ...

    • Step 1: Information needed to set up your On Premise Data Connector

      Article Summary This help article is step 1 of the 3 steps (step 2 is HERE and step 3 is HERE) needed to setup the Data Connector for the "On Premise" or Desktop Business System Database. On Hand Information needed The download and installation of ...

    • Step 3: Adding your Business System Details to the On Premise Data Connector

      Article Summary This help article is step 3 of the 3 steps needed to connect your On Premise Business System to Plus.Live. Data Connector Installation 1. Install Data Connector Set up Once you've downloaded the On Premise Data Connector (see here on ...