Integration

The Integration Screen allows authorised users to define API calls on the Reconcilor data warehouse. This feature enables dynamic data retrieval, with options to customise filters and configure the data format for use in an external business improvement tool.

You can create a single, shareable dataset endpoint that returns clean JSON for business intelligence tools, ETL jobs, and custom applications. You define the dataset once, save it, and use the generated external link. Any system with a valid token sends a POST with an empty JSON body to receive the latest data.

This approach is reusable and versionable for many consumers, provides a stable contract with consistent field names, supports rolling periods via Quick Links (for example, Last 7 Days), and is secured with OAuth2 client-credentials. Typical consumers include Python or R, Azure Data Factory or Synapse, Snowflake, and custom integration services.

Integration Best Practices

Follow these best practices when you configure data for external access:

• Include a Date or Shift field so downstream systems can filter by time.
• Use Quick Links periods (for example, Last 7 Days) for rolling integrations.
• Minimise the number of columns–only include what consuming systems need.
• Lock production configurations to prevent accidental edits.
• Version carefully. Clone with Save As before you change schemas.
• Store the External Link in a secure credential manager for security.