Collect available data
Connect sources through their existing APIs, databases or agreed files. A first workflow can begin with two stable templates and a defined reporting period.
Illustrative use case
Bring all your sales into one report
Combine sales from your store, website and marketplaces. Start with files or connect the systems directly to keep the report updated regularly.
CRMOnline-store APIExcelSQLGoogle Sheets
HOW THE WORKFLOW RUNS
CRMOnline-store APIExcelSQLGoogle Sheets
01Collect available data
02Align business meanings
03Prepare the analysis
04Deliver the dataset
THE CHALLENGE
What slows the work down
Every channel uses its own order structure, statuses and treatment of returns. An analyst consolidates exports, manually matches product names and tries to distinguish completed sales from cancellations. Adding another channel often means rebuilding the reporting workbook again.
Business analysts, small-business owners and ecommerce managers.A PRACTICAL EXAMPLE
Illustrative scenario: a trading-business owner wants daily sales by channel and category. Data Bridge reads agreed exports or available APIs, applies status rules and delivers a dataset to SQL or Google Sheets for analysis and visualisation.
HOW THE WORKFLOW RUNS
From the first step to the right action.
Align business meanings
Map products, categories and channels. Decide which statuses represent a completed sale, return or cancellation, then maintain these interpretations in the workflow.
Prepare the analysis
Combine rows, check record keys and calculate agreed measures. Group data by the required dimensions without losing context that matters to the reporting question.
Deliver the dataset
Write the prepared result into the designated table, database or file storage. Check freshness and reconcile control totals before the report is used.
VALUE FOR THE TEAM
Make the work repeatable.
- A visible workflow explains how different channel structures become consistent reporting measures.
- The team can begin with a small file-based task and extend the route as its requirements grow.
- Maintained status and product mappings allow subsequent updates to follow the same preparation rules.
Keep control of the result.
- Confirm each platform’s available interface; a REST interface does not imply a ready-made native marketplace connector.
- Agree time zones, treatment of returns and the point at which a sale is recognised across all channels.
- Detect repeated records using defined keys and reconcile the result against source control totals.
THE WORKFLOW OUTCOME
Instead of several incompatible exports, the analyst receives a consistent dataset that can be refreshed and used in an existing reporting tool.
Capabilities behind this workflowFROM IDEA TO WORKING FLOW
Bring your challenge. See a way forward.
Sources, rules and outcomes — let’s build the conversation around your workflow.