What we scope together
Agree the datasets, refresh frequency, access rules and report audience. Operational source systems retain transaction ownership.
Analytics reads the agreed data model
Power BI is an analytics destination, not an ERP or an accounting authority. Define the reporting dataset, refresh expectations, permitted readers and business definitions. A source that cannot be reached directly may require a gateway. Reconcile totals against the operational source and review data-access rules before distributing reports; a chart should not silently become a competing transaction record.
- 1Daily operations
- 2Ever Platform
- 3Ever Connect
- 4ERP / accounting system
- 5Review & reconcile
Connection scope and availability follow the published status.
What to bring to discovery
Provide the system/version, hosting model, relevant modules, record types, data owner and desired direction of flow. Describe one successful handoff and one exception, such as a duplicate or rejected record. We can then scope mapping, authorization, retries, reconciliation and acceptance. Share synthetic examples first; credentials and private exports belong in an agreed secure implementation process.
Your questions, answered
Does this page mean the connector is live?
No. Use the displayed status. Coming Soon, Planned and On Request entries require further implementation or scoping; they are not represented as accepted production connectors.
Can we request a custom connection now?
Yes. Request an integration with your workflow and system details. Ever Digital can define a bounded custom scope and acceptance plan; delivery depends on the agreed interface, access and implementation.