# Drivetrain Integration Guide ## Drivetrain Integration Guide - [Integrate with Drivetrain](https://integrations.drivetrain.ai/integration-guide/readme.md): Connect Drivetrain to 800+ tools: accounting, CRM, HRIS, BI, databases, and more. Browse step-by-step integration docs and get data flowing fast. - [Accounting & ERP](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp.md): Connect your accounting or ERP system to Drivetrain and keep actuals in sync. Guides for QuickBooks, Xero, NetSuite, Sage Intacct, Odoo, and many more. - [Integrating with Business Central](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-business-central.md): Connect Microsoft Dynamics 365 Business Central to Drivetrain and sync ERP data. Covers tenant ID, OAuth app registration, and completing integration. - [Integrating with Campfire](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-campfire.md): Connect Campfire accounting to Drivetrain for streamlined financial planning. Covers API key setup, required permissions, and completing the integration. - [Integrating with Certinia](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-certinia.md): Sync Certinia ERP data with Drivetrain for automated financial reporting. Covers connecting through the Salesforce connector and which objects sync. - [Integrating with NetSuite](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-netsuite.md): Connect NetSuite ERP to Drivetrain and sync actuals into financial planning models. Covers TBA token setup, integration record creation, and authorization. - [Integrating with Odoo](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-odoo.md): Sync Odoo ERP data with Drivetrain to bring accounting and operational data into models. Covers a dedicated user and an OAuth consumer key and secret. - [Integrating with QuickBooks](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-quickbooks.md): Connect QuickBooks to Drivetrain quickly—no provisioning or support required. - [Grant temporary access to QuickBooks](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-quickbooks/grant-temporary-access-to-quickbooks.md): Steps to grant Drivetrain temporary access to QuickBooks. - [Re-authentication of QuickBooks](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-quickbooks/re-authentication-of-quickbooks.md): QuickBooks session expired in Drivetrain? Re-authenticate with this guide. Covers the OAuth re-authorization flow. - [Integrating with Ramp](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-ramp.md): Connect Ramp to Drivetrain using OAuth client credentials. This guide covers creating a developer app, setting read scopes, and syncing transactions. - [Integrating with Rillet](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-rillet.md): Connect Rillet to Drivetrain and sync revenue accounting data into your financial models. Covers API key generation and account configuration. - [Integrating with Sage Intacct](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-sage-intacct.md): Learn how to connect Sage Intacct to Drivetrain. This guide covers enabling web services, authorizing a sender ID, and syncing your ERP data securely. - [Integrating with Tally](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-tally.md): Connect Tally to Drivetrain and sync accounting data into financial planning models. Covers server setup and completing integration. - [Integrating with Xero](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-xero.md): Connect Xero to Drivetrain quickly—no provisioning or support required. - [Grant temporary access to Xero](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-xero/grant-temporary-access-to-xero.md): Steps to grant Drivetrain temporary access to Xero. - [Re-authentication of Xero](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-xero/re-authentication-of-xero.md): Xero connection expired? Re-authenticate your Drivetrain–Xero integration in minutes. This guide walks through re-authorization and verifying data resumes. - [Integrating with Zoho Books](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-zoho-books.md): Sync Zoho Books accounting data with Drivetrain to keep actuals current in your models. Covers authorization and organization settings setup. - [BI](https://integrations.drivetrain.ai/integration-guide/readme/bi.md): Connect BI tools to Drivetrain and surface live analytics across your financial models. Step-by-step guides for Looker, Tableau, and more tools. - [Integrating with Looker](https://integrations.drivetrain.ai/integration-guide/readme/bi/integrating-with-looker.md): Pull Looker data into Drivetrain to enrich your financial models with BI analytics. Covers API credentials, Looker instance URL, and completing setup. - [Integrating with Power BI](https://integrations.drivetrain.ai/integration-guide/readme/bi/integrating-with-power-bi.md): Pull Power BI data into Drivetrain with a read-only connection. Covers registering a Microsoft Entra ID app, API permissions, and tenant settings. - [Integrating with Tableau](https://integrations.drivetrain.ai/integration-guide/readme/bi/integrating-with-tableau.md): Bring Tableau analytics into Drivetrain to align BI insights with your financial planning. Covers Cloud credentials and site configuration. - [Billing & Invoicing](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing.md): Sync billing and invoicing data with Drivetrain to keep revenue metrics current. Integration guides for Stripe, Chargebee, Recurly, Maxio, and more. - [Integrating with Chargebee](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-chargebee.md): Pull Chargebee subscription and MRR data into Drivetrain for real-time revenue planning. Covers API key creation, site name setup, and completing setup. - [Integrating with Invoiced](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-invoiced.md): Connect Invoiced to Drivetrain and sync billing and accounts receivable into revenue models. Covers creating an API key and adding a webhook URL. - [Integrating with Maxio Chargify](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-maxio-chargify.md): Sync Maxio Chargify subscription and revenue data into Drivetrain for billing analytics. Covers API key setup and subdomain config. - [Integrating with Maxio SaaSOptics](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-maxio-saasoptics.md): Sync Maxio SaaSOptics subscription and ARR data into Drivetrain for revenue analytics. Covers API token generation, instance URL configuration, and setup. - [Integrating with Recurly](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-recurly.md): Sync Recurly subscription billing with Drivetrain to keep MRR and churn metrics current. Covers private API key generation. - [Integrating with Stripe](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-stripe.md): Connect Stripe to Drivetrain and sync payment and subscription data into your revenue models. Covers API key creation and required permissions. - [Integrating with Subscript](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-subscript.md): Sync Subscript revenue recognition data into Drivetrain for ARR planning. Covers API key generation and completing integration. - [Integrating with Tabs](https://integrations.drivetrain.ai/integration-guide/readme/billing-and-invoicing/integrating-with-tabs.md): Sync customers, contracts, invoices, and revenue from Tabs into Drivetrain. This guide covers generating an API key for the read-only integration setup. - [CRM](https://integrations.drivetrain.ai/integration-guide/readme/crm.md): Pull pipeline and revenue data from your CRM straight into Drivetrain. Guides for HubSpot, Salesforce, Pipedrive, LeadSquared, and more. - [Integrating with Active Campaign](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-active-campaign.md): Pull ActiveCampaign contact and deal data into Drivetrain to enrich revenue models. Covers API URL and key setup, required permissions, and authorization. - [Integrating with HubSpot](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-hubspot.md): Connect HubSpot to Drivetrain quickly—no provisioning or support required. - [Grant temporary access to HubSpot](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-hubspot/grant-temporary-access-to-hubspot.md): Grant temporary HubSpot access to Drivetrain for troubleshooting. - [Integrating with LeadSquared](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-leadsquared.md): Connect LeadSquared to Drivetrain and sync CRM and marketing data into revenue planning. Covers creating a dedicated Drivetrain admin user. - [Integrating with Outreach](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-outreach.md): Bring Outreach sales engagement data into Drivetrain to track pipeline alongside financials. Covers setup and permission scopes. - [Integrating with Pipedrive](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-pipedrive.md): Connect Pipedrive to Drivetrain and pull deal and pipeline data into revenue models. Covers adding a dedicated Pipedrive user and finding your subdomain. - [Integrating with Salesforce](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-salesforce.md): Connect Salesforce to Drivetrain quickly—no provisioning or support required. - [Grant temporary access to Salesforce](https://integrations.drivetrain.ai/integration-guide/readme/crm/integrating-with-salesforce/grant-temporary-access-to-salesforce.md): Grant temporary Salesforce access to Drivetrain for troubleshooting. - [Customer Success](https://integrations.drivetrain.ai/integration-guide/readme/customer-success.md): Sync customer success data into Drivetrain. Connect Zendesk, ChurnZero, Planhat, and Freshdesk to keep retention metrics live across your models. - [Integrating with ChurnZero](https://integrations.drivetrain.ai/integration-guide/readme/customer-success/integrating-with-churnzero.md): Pull ChurnZero customer health data into Drivetrain to model retention alongside revenue. Covers API setup, domain configuration, and syncing key metrics. - [Integrating with Freshdesk](https://integrations.drivetrain.ai/integration-guide/readme/customer-success/integrating-with-freshdesk.md): Sync Freshdesk support data with Drivetrain to add customer success metrics into planning. Covers API key, domain config, and completing the connection. - [Integrating with Planhat](https://integrations.drivetrain.ai/integration-guide/readme/customer-success/integrating-with-planhat.md): Sync Planhat customer success data with Drivetrain to track retention and NRR alongside financials. Covers API token setup and account setup. - [Integrating with Zendesk](https://integrations.drivetrain.ai/integration-guide/readme/customer-success/integrating-with-zendesk.md): Connect Zendesk to Drivetrain and sync support ticket data into planning models. Covers the dedicated user setup and the objects Drivetrain needs. - [Databases & Warehouses](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses.md): Bring warehouse and database data into your Drivetrain planning models. Supports Snowflake, BigQuery, Databricks, Redshift, Postgres, and many more. - [Integrating with AWS Cost Explorer](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-aws-cost-explorer.md): Connect AWS Cost Explorer to Drivetrain for cloud cost reporting. This guide covers IAM role or access key setup and confirming your full data scope. - [Integrating with Azure SQL Server](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-azure-sql-server.md): Connect Azure SQL Server to Drivetrain and pull structured data into financial models. Covers authentication, firewall rules, and user permissions. - [Integrating with BigQuery](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-bigquery.md): Bring BigQuery datasets into Drivetrain to power financial models with warehouse-scale data. Covers service account, IAM roles, project ID, and connection. - [Integrating with ClickHouse](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-clickhouse.md): Connect ClickHouse to Drivetrain and ingest analytics data into financial models. Covers host, port, and credentials, plus tips for syncing large tables. - [Integrating with Databricks](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-databricks.md): Connect Databricks to Drivetrain and stream lakehouse data into financial models. Covers personal access token, cluster HTTP path, and SQL warehouse setup. - [Integrating with Postgres](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-postgres.md): Connect PostgreSQL to Drivetrain and automate data ingestion into planning models. Covers host, port, and user credentials. - [Integrating with Redshift](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-redshift.md): Connect Amazon Redshift to Drivetrain and pipe warehouse data into financial models. Covers cluster endpoint and credentials. - [Integrating with S3](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-s3.md): Connect an S3 bucket to Drivetrain and ingest object storage data into financial models. Covers IAM user, access keys, and bucket policy. - [Integrating with Snowflake](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-snowflake.md): Connect Snowflake to Drivetrain and pipe data warehouse tables into financial planning models. Covers sharing data through a Snowflake Direct Share. - [Integrating with Snowflake (Small Datasets)](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-snowflake-small-datasets.md): Connect Snowflake to Drivetrain for smaller datasets. Covers the GCS storage integration, a warehouse and user, and password or key-pair access. - [Integrating with Google Cloud Storage](https://integrations.drivetrain.ai/integration-guide/readme/databases-and-warehouses/integrating-with-google-cloud-storage.md): Connect Google Cloud Storage to Drivetrain and import object data into planning models. Covers service account setup and bucket permissions. - [HRIS & ATS](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats.md): Keep headcount accurate in Drivetrain by connecting your HRIS or ATS. Integration guides for Rippling, Workday, Greenhouse, Gusto, ADP, and 20+ more. - [Integrating with ADP Workforce Now](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-adp-workforce-now.md): Sync ADP Workforce Now data into Drivetrain to keep your headcount models current. Covers the custom employee report and scheduled SFTP export. - [Integrating with Ashby](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-ashby.md): Integrate Ashby with Drivetrain to bring recruiting data into workforce models. Covers API key generation and the authorization steps to get connected. - [Integrating with BambooHR](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-bamboohr.md): Connect BambooHR to Drivetrain for workforce and HR planning. - [Grant temporary access to BambooHR](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-bamboohr/grant-temporary-access-to-bamboohr.md): Grant temporary BambooHR access to Drivetrain for troubleshooting. - [Integrating with Darwinbox](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-darwinbox.md): Sync Darwinbox HR data with Drivetrain to power accurate headcount planning. Covers creating API keys in Darwinbox Studio or getting them from Darwinbox. - [Integrating with Deel](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-deel.md): Sync Deel workforce data into Drivetrain for headcount planning. Covers creating an organization token and choosing the read scopes to share. - [Integrating with Greenhouse](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-greenhouse.md): Pull Greenhouse ATS data into Drivetrain to align hiring plans with financial models. Covers API key creation and Harvest API access. - [Integrating with Gusto](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-gusto.md): Connect Gusto to Drivetrain to import payroll and headcount data into models. Covers authorization and required permissions. - [Integrating with HiBob](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-hibob.md): Connect HiBob to Drivetrain via API and sync employee records into planning models. Covers setup and recommended access permissions to configure. - [Integrating with HiBob (SFTP)](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-hibob-sftp.md): Set up a HiBob–Drivetrain connection via SFTP. Covers SFTP credentials, file configuration, and how to schedule recurring workforce data transfers. - [Integrating with Justworks](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-justworks.md): Link Justworks to Drivetrain to automate employee data syncs into your models. Covers setup, permissions, and understanding what workforce data transfers. - [Integrating with Lattice](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-lattice.md): Sync people data from Lattice into Drivetrain automatically. Connect your performance management tool and keep all headcount models current over time. - [Integrating with Lever](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-lever.md): Bring Lever ATS data into Drivetrain to plan hiring alongside your financials. Covers API key generation and authorization steps. - [Integrating with Namely](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-namely.md): Pull Namely employee data into Drivetrain for real-time headcount planning. This guide covers API setup, required permissions, and the initial data sync. - [Integrating with Paylocity](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-paylocity.md): Connect Paylocity to Drivetrain via API and sync payroll data into planning models. Covers client ID, access permissions, and completing the integration. - [Integrating with Paylocity (SFTP)](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-paylocity-sftp.md): Transfer Paylocity workforce data to Drivetrain over SFTP. Step-by-step setup for file exports, SFTP credentials, and automating your payroll data syncs. - [Integrating with Paychex](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-paychex.md): Sync Paychex payroll and workforce data into Drivetrain for accurate headcount models. Covers API key and client secret setup for one or more companies. - [Integrating with Paycom](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-paycom.md): Connect Paycom to Drivetrain and sync payroll and employee data for headcount planning. Covers credentials and access scopes. - [Integrating with Paycor](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-paycor.md): How to provision API access in Paycor and share credentials with the Drivetrain engineering team. - [Integrating with Personio](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-personio.md): Sync Personio employee data into Drivetrain for headcount planning. Covers creating a custom integration and selecting the attributes to share. - [Integrating with PeopleHR](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-peoplehr.md): Connect PeopleHR to Drivetrain using an API key. This guide covers scoping access to employee, salary, and absence data before syncing it into Drivetrain. - [Integrating with Rippling](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-rippling.md): Sync Rippling workforce data into Drivetrain automatically. Authorize the connection, set permissions, and start syncing headcount into your models. - [Integrating with Rippling (SFTP)](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-rippling-sftp.md): Send Rippling data to Drivetrain daily over SFTP, or use the native API connection. Covers picking a report and scheduling it in Workflow Studio. - [Integrating with Sapling](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-sapling.md): Link Sapling to Drivetrain and pull employee records into planning models automatically. Covers authorization and the permissions you need. - [Integrating with Keka HR](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-keka-hr.md): Connect Keka HR to Drivetrain and import employee data into financial planning models. Covers token generation, permission setup, and completing the sync. - [Integrating with UKG Pro](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-ukg-pro.md): Link UKG Pro to Drivetrain and bring enterprise workforce data into your financial models. Covers API credentials and sync setup. - [Integrating with UKG Ready](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-ukg-ready.md): Step-by-step guide to authenticate and connect UKG Ready with Drivetrain. - [Integrating with Workday (SFTP)](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-workday-sftp.md): Transfer Workday HR data to Drivetrain via SFTP for workforce planning. Covers report exports, SFTP credentials, and scheduling recurring data transfers. - [Integrating with Zenefits](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-zenefits.md): Sync Zenefits employee data with Drivetrain for headcount planning. Covers adding a read-only external admin user for Drivetrain. - [Integrating with Zoho People](https://integrations.drivetrain.ai/integration-guide/readme/hris-and-ats/integrating-with-zoho-people.md): Sync Zoho People employee records with Drivetrain for headcount and compensation planning. Covers signing in to Zoho and approving access. - [Spreadsheets](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets.md): Integrate Drivetrain with Google Sheets, Airtable, SharePoint, and OneDrive. Automate data imports and remove manual copy-paste from your workflows. - [Integrating with Airtable](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets/integrating-with-airtable.md): Sync Airtable bases with Drivetrain to use structured data in financial planning models. Covers Airtable login, base selection, and granting access. - [Integrating with Google Drive](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets/integrating-with-google-drive.md): Connect Google Drive to Drivetrain to import spreadsheet data into planning models. Covers authorization and folder selection. - [Integrating with Google Sheets](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets/integrating-with-google-sheets.md): Connect Google Sheets to Drivetrain and import spreadsheet data into financial models. Covers OAuth authorization and sheet selection. - [Integrating with Microsoft OneDrive](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets/integrating-with-microsoft-onedrive.md): Connect Microsoft OneDrive to Drivetrain and import file data into planning models. Covers Microsoft 365 admin consent, signing in, and adding files. - [Integrating with SharePoint](https://integrations.drivetrain.ai/integration-guide/readme/spreadsheets/integrating-with-sharepoint.md): Connect SharePoint to Drivetrain and import file data into financial planning models. Covers Microsoft 365 authorization and site selection. - [Others](https://integrations.drivetrain.ai/integration-guide/readme/others.md): Integrate Drivetrain with tools across SSO, SFTP, Jira, Shopify, Oracle Fusion, and beyond. Find step-by-step setup guides for each listed connector. - [Integrating with Amazon S3](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-amazon-s3.md): Connect Amazon S3 to Drivetrain to ingest file-based data into your planning models. Covers IAM credentials and bucket configuration. - [Integrating with Brex](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-brex.md): Sync Brex spend and corporate card data with Drivetrain to track expenses in financial models. Covers authorization, required permissions, and setup. - [Integrating with Clari](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-clari.md): Pull Clari revenue forecasting data into Drivetrain to align pipeline projections with financial models. Covers generating a Clari API token. - [Integrating with Drivetrain's SFTP](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-drivetrains-sftp.md): Use Drivetrain’s SFTP server to securely transfer files into planning models. Covers host and port details and authentication setup. - [Integrating with Jira](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-jira.md): Connect Jira to Drivetrain and sync project and issue data into operational models. Covers API token generation, Atlassian Cloud domain, and connection. - [Integrating with NetSuite (Role Based Access)](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-netsuite-role-based-access.md): Connect NetSuite to Drivetrain using role-based token authentication. Covers role creation, token setup, and authorizing Drivetrain to sync your ERP data. - [Integrating with Officevibe](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-officevibe.md): Connect Officevibe to Drivetrain and pull employee engagement metrics into workforce planning. Covers API authentication and token setup. - [Integrating with Oracle Fusion](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-oracle-fusion.md): Connect Oracle Fusion Cloud ERP to Drivetrain and automate financial data syncs. Covers Oracle identity setup and authorization. - [Integrating with SFTP](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-sftp.md): Set up a generic SFTP connection with Drivetrain to automate file-based data transfers. Covers host configuration, credentials, and file paths. - [Integrating with Shopify](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-shopify.md): Sync Shopify store data with Drivetrain to incorporate e-commerce revenue into models. Covers custom app creation, API key setup, and authorization steps. - [Integrating with SkySlope](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-skyslope.md): Connect SkySlope to Drivetrain and sync real estate transaction data into models. Covers API credentials and authentication setup. - [Setting up SSO](https://integrations.drivetrain.ai/integration-guide/readme/others/setting-up-sso.md): Configure SSO for Drivetrain to streamline team access and enforce identity provider auth. Covers SAML setup and IdP configuration. - [Integrating with Twilio](https://integrations.drivetrain.ai/integration-guide/readme/others/integrating-with-twilio.md): Sync Twilio usage and communications data into Drivetrain to track operational costs. Covers Account SID and Auth Token setup. - [Using the Drivetrain MCP Server](https://integrations.drivetrain.ai/extending-drivetrain/using-the-drivetrain-mcp-server.md): Access Drivetrain metrics via AI clients using MCP. - [Available MCP tools](https://integrations.drivetrain.ai/extending-drivetrain/using-the-drivetrain-mcp-server/available-tools.md): See every tool the Drivetrain MCP server exposes, and what each one does. - [Connect Common MCP Clients](https://integrations.drivetrain.ai/extending-drivetrain/using-the-drivetrain-mcp-server/connect-common-mcp-clients.md): Connect ChatGPT and Claude to retrieve Drivetrain metrics using MCP. - [Drivetrain API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api.md): Interact with Drivetrain data using APIs and an API key - [Get metric list API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-metric-list-api.md): Get a list of all metrics in your Drivetrain tenant with a GET request. Covers the endpoint, the API key header, and a sample response. - [Get metrics bulk data API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-metrics-bulk-data-api.md): Bulk metric data retrieval via API - [Get dimension list API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-dimension-list-api.md): Get a list of all dimensions in your Drivetrain tenant with a GET request. Covers the endpoint, response fields, and error handling. - [Get dimension values API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-dimension-values-api.md): Get every value of a dimension, with its attributes, using a GET request. Covers path and query parameters, paging, and a sample response. - [Get version list API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-version-list-api.md): Get a list of all versions in your Drivetrain tenant with a GET request. Covers the endpoint, response fields, and how actuals are handled. - [Get scenario list API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-scenario-list-api.md): Get a list of all scenarios in your Drivetrain tenant with a GET request. Covers the endpoint, response fields, and error handling. - [Get list API](https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-api/get-list-api.md): Fetch the contents of a Drivetrain list by its ID with a GET request. Covers finding the list ID, the endpoint, and the response fields. - [Microsoft Excel add-in](https://integrations.drivetrain.ai/extending-drivetrain/microsoft-excel-add-in.md): Use Drivetrain’s Excel add-in to pull live plan data into Excel and stay synced with Drivetrain — work in the spreadsheet tool your whole team uses. - [Google Sheets add-on](https://integrations.drivetrain.ai/extending-drivetrain/google-sheets-add-on.md): Export your Drivetrain board data directly to Google Sheets - [Integration for Slack](https://integrations.drivetrain.ai/extending-drivetrain/integration-for-slack.md): Learn how to connect Slack as a notification channel and receive Drivetrain notifications in Slack. - [Using the Drivetrain Slackbot](https://integrations.drivetrain.ai/extending-drivetrain/integration-for-slack/using-the-drivetrain-slackbot.md): Ask questions and get Drivetrain insights directly within Slack --- # Agent Instructions This documentation is published with GitBook. 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