Connections Overview

Data Hub connects to your data source systems to retrieve the data you need for reporting. A connection stores the credentials and settings Data Hub needs to authenticate with your source system and retrieve data from it.

Review this topic and then select your ERP to learn how to create a connection:

Microsoft Dynamics 365 Business Central Infor FSM Infor M3 NetSuite Oracle ERP Cloud

Before you connect

Permissions

You need the Admin, Designer, or Power User role in Reporting Intelligence to create, test, edit, and delete connections. Viewers can test connections but cannot make changes.

Connection limits

The number of connections you can create depends on your organization's subscription. For example, if your organization has purchased two SKUs, you can create two connections. This limit applies to all connectors except Microsoft Dynamics 365 Business Central.

ERP setup

Before creating a connection, you must complete the required setup steps in your ERP system. Each connector topic covers what is needed.

Supported ERPs

Data Hub supports the following ERP connectors.

Connector	Authentication	Integration Method	Data Access	Setup Guide
Microsoft Dynamics 365 Business Central	Service-to-service (Microsoft Entra ID)	OData API	Live	Click here
Infor FSM	OAuth 2.0 (Infor OS service account)	Direct API	Replicated	Click here
Infor M3	OAuth 2.0 (Infor OS service account)	Direct API	Replicated	Click here
NetSuite 2	Token-based authentication (TBA)	SuiteAnalytics Connect	Replicated	Click here
Oracle ERP Cloud	Username and password	BICC or BI Publisher	Replicated	Click here

Note: Connectors that use replicated data require a replication environment (Production, UAT, or Development) and replication tasks to be created and scheduled to extract and sync your ERP data. You can provision an environment when creating a connection or from the Integration Resources screen, and create a replication task from the Replication Tasks screen after establishing a connection. For more information, see Create a Replication Task.

Connections in Reporting Intelligence

Data Hub connections power everything in Reporting Intelligence. Depending on your ERP system, data is either queried live or replicated on a schedule, this determines how your add-in accesses it for reporting.

Understand how connections are used.

Product	How it uses Data Hub connections
Reporting Intelligence	Required for all workflows in Reporting Intelligence.
Reporting Intelligence for Business Central Cloud Add-In	Uses a live connection to query Business Central data for reporting.
Reporting Intelligence for Other ERPs Add-In	Uses replicated data from connected ERP systems (Infor FSM, Infor M3, NetSuite 2, Oracle ERP Cloud) for reporting.

Integration Resources

Integration Resources is where you find the endpoints and credentials needed to connect insightsoftware products and other tools to your data.

Resources: Replicated Data Endpoint OData API URL

Resource	URL format	Use
Replicated Data Endpoint	`https://<company>-<instance>-reporting.<environment>.cc.insightsoftware.com`	For connecting Reporting Intelligence for Other ERPs to your replicated data.
OData API URL	`https://develop.data-fabric.dev.insightsoftware.com/api/SharedData/ odata/s_<business_view_id>`	For accessing your published business views from any OData-compatible tool, such as Power BI.

Manage Connections

Once a connection is set up, you can manage it from the Connections page. For more information, see Manage Connections.

Action	Description
Test	Verify that Data Hub can still reach your ERP system and authenticate successfully.
Edit	Update connection details such as credentials, settings, or the connection name.
Delete	Remove a connection permanently. This also removes any associated replication tasks.