Tugger Documentation

Settings 0

Step-By-Step Guide 9

• Setting up a Tugger Connector & Importing into Power BI (A generic Guide for any type of Connector)
• Excel Users: Exporting Tugger Data
• Excel Users: Import OData into Excel
• Tableau Users: Exporting Tugger Data
• Tableau Users: Import OData Into Tableau

View all 9

How-To 22

• Setting Up Tugger for the First Time
• Where are my Connectors?
• CASH Users: Include Your Company Logo in Your Reports
• CASH - Remove / Add Historical Sales Tracking Data
• CASH Users: How to find your Network Path for the Data Folder

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How it Works 0

Junk 0

Configuration Issue 0

Reature Request 0

Product Issue 1

• Account Login, Password Reset, & Lockout Issues

Trouble Shooting 5

• Browser Check
• Report Refresh Error
• My Power BI Desktop reports are blank!
• Power BI Map is not showing (Desktop)
• Some/All of my data is missing (Power BI Desktop)

Glossary of Terms 0

Security and Compliance 1

• Tugger Security Features Explained

Harvest 1

• Setting Up a Harvest Connector in Tugger and Importing into Power BI

HubSpot 1

• Setting Up a HubSpot Connector in Tugger and Importing into Power BI

Mentor CASH 2

• Step by Step Guide to Setting up the Mentor CASH System with Tugger and Power BI
• Checking .Net 4.8 & .Net 4.8.1: what is installed?

Simpro® 1

• Setting Up a Simpro® Tug in Tugger and Importing into Power BI

Teams 1

• Setting Up a Microsoft Teams Tug in Tugger and Importing into Power BI

ClockiFy 1

• Setting Up a ClockiFy Tug in Tugger and Importing into Power BI

Survey Monkey 0

Xero 2

• Setting Up a Xero Tug in Tugger and Importing into Power BI
• SSO Xero Login & Sign Up

QuickBooks 1

• Setting Up a QuickBooks Tug in Tugger and Importing into Power BI

CASH 52

• Cash Tables Index
• Table: CFAreas
• Table: CFBranches
• Table: CFCallReasons
• Table: CFCallTypes

View all 52

Harvest 0

HubSpot 57

• HubSpot Tables Index
• Table - HubSpotCompanies
• Table - HubSpotCompanyContactMaps
• Table - HubSpotCompanyProperties
• Table - HubSpotContactDealMaps

View all 57

Simpro 0

Clockify 0

How To's 6

• How to Create a Dashboard to View Important Data Easily
• Change the Title of a Chart
• How to Import Your Data Using OData (No Report Template)
• How to Extract Columns from a Record (hidden columns)
• Merge Columns from One Table to Another Table

View all 6