Profitwell

Connecting your Profitwell account to Catchr allows you to centralize your Finance data and automate your reporting workflows. Here are three simple steps to do it.

Step 1 – Log in to Catchr and access the source creation menu

1. Go to app.catchr.io and log in using your Google account.

2. In the left-hand menu, click on Sources.

3. Click + Add source at the top right of the page.

4. From the list of platforms, select Profitwell (available in the Finance section)

5. Name your Source on Catchr and click Connect your account (the name is visible in the Source list on Catchr). We advise naming it Profitwell - [Catchr username].

Step 2 - Connect your Profitwell account.

Find your API Key :

1. Log in to your Profitwell account.

2. Click Settings > Integrations > API Keys/ DEV KIT. Copy the Private Token to a safe place.

Paste it on Catchr and click Next:

Step 3 – Check your account and choose your destination

Your account will now appear in the Accounts list under the source you've just created.

• An inactive account will still appear in the destination setup screens. You can activate it manually, but it will also be automatically activated as soon as it's used in a query. If your Catchr Source contains many accounts, you don't need to activate them manually; Catchr will automatically activate them when they are used.

You can now send data from your available accounts to one of Catchr's supported destinations, such as databases or visualization tools like Looker Studio, Google Sheets, Excel, Power BI, or Tableau.

Need help setting up a destination? Check out our dedicated tutorials:

• Use Catchr with Google Sheets

• Use Catchr with Excel

• Use Catchr with Looker Studio

• Use Catchr with Power BI

• Use Catchr with Tableau

• Send data to a database