Academy
Integrations

Introduction to integrations

The Dattos platform was designed to operate as a secure hub between your environment and the financial data ecosystem. Instead of relying on manual extractions, you connect the platform to your sources — ERP systems, banks, internal systems, and files — and it automatically retrieves and delivers data, with protected credentials and auditable access. This article is the starting point: it presents the integration options and points you to the right article for each path.

What you can connect

  • ERPs with native connectors: SAP S/4HANA, SAP Business One, Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Oracle NetSuite, Oracle E-Business Suite, and Sankhya — through the ERP step in the data preparation flow, which extracts ready-to-use reports through each system’s official APIs.

  • Any system with an API or database: the REST API and Database steps support custom integrations with systems that do not have a native connector — or with reports that the connector does not provide.

  • Files and storage services: spreadsheets, text files, PDFs (with extraction by Dattos AI), XML, and specialized financial formats (CNAB, OFX, SPED, NF-e, acquirer EDI, SWIFT), with automatic collection from SFTP, SharePoint, and OneDrive through the Source Directory.

  • Banking institutions: statements and account data through Open Finance (with consent) or through a banking VAN (financial file exchange), as well as direct APIs provided by banks.

  • Outputs for other systems: export steps generate Excel spreadsheets, text files, PDF/HTML documents, and direct database loads; the Output Directory delivers files to external storage services.

  • BI tools and spreadsheets: the Data Lake exposes results as an SQL/ODBC source for Power BI, Tableau, dbt, or Excel — without exporting files.

  • Scripts, pipelines, and artificial intelligence assistants: the Dattos CLI operates the platform through the command line (automation, CI/CD), while the MCP server connects assistants such as Claude and ChatGPT to your processes and data.

Where each integration is configured

The vast majority of integrations are configured directly in the data preparation flow of Turbo AI processes — each source and each export is a flow step. Three integrations are exceptions:

  • SFTP and storage services: enabled when credentials/integrations are registered and selected in the Source and Output Directories of the processes.

  • Open Finance: set up through the Integrations menu, with authorization from the account holder.

  • Banking VAN: enabled as a service by the Dattos implementation team upon request.

How to choose the right path

  1. Start with the native connector. If your ERP is on the list and the report exists, the ERP step is the path requiring the least technical configuration.

  2. No connector or no report? Use custom integrations: the REST API step (system with an API) or the Database step (direct SQL access or access through an intermediary database).

  3. High volume? For more than 500,000 records per run, avoid APIs — prefer a database or file exchange.

  4. Banking data? Prefer Open Finance when the bank is available; use a VAN for file-based operations.

  5. Is the destination a BI tool? Do not export files — connect the tool to the Data Lake.

  6. Need to operate the platform outside the interface? For a fixed step-by-step process that must be repeated exactly (scheduled execution, pipeline, or replicating a process between environments), use the Dattos CLI. For a path that depends on what is discovered (investigating, exploring, or diagnosing), or for a non-technical operator, use the MCP with an artificial intelligence assistant.

Systems on the internal network: when the ERP or database cannot be accessed over the internet, the connection can be made through a site-to-site VPN/VPC — a private, encrypted tunnel between the Dattos environment and yours, without publicly exposing any service. Contact support for an assessment.

Where to continue

  • Custom integrations through REST API and SQL connectors.

  • Connect external storage services (SFTP, SharePoint, OneDrive).

  • Banking integration: overview.

  • Data Lake: connect your BI tool or spreadsheet.

  • ERP step — and the configuration articles for each connector (ERP Integration: SAP S/4HANA, SAP Business One, Dynamics 365, Oracle NetSuite, Oracle E-Business Suite, Sankhya).

  • Export steps: Excel Export, Text File Export, Document Export, Database Export.

  • Dattos CLI: installation and getting started — and Connect artificial intelligence assistants through MCP.

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