SuiteDash
White-label client portal with CRM, projects, invoicing and file sharing.
- Category
- Productivity & Collaboration
- Type
- Client portals
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Contacts
- Companies
- Projects
- Invoices
- Files
Track SuiteDash contacts next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other SuiteDash data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
SuiteDash uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in SuiteDash if you need help.
04How it works
How it works in DataMind.
-
Pick SuiteDash.
Open Lake, pick SuiteDash in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the SuiteDash API docs.
-
Answer a few questions.
The AI reads the SuiteDash documentation, then asks which credentials you will use, which data to sync (for example contacts and companies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then SuiteDash data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
