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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions. Rapid Access to Historical Data Sync of up to three years of structured MeridianLink Consumer and Opening data, complete with a data model diagram and data dictionary, so your team can start analyzing and acting immediately. Continuous, Automated Delivery Normalized delta files, including intra-day updates, are delivered daily to your data warehouse, keeping your analytics and reporting always current without manual effort. Empowered In-House Analytics Centralized data powers BI tools, reporting, advanced analytics, and downstream integrations, giving your team insight and control to explore trends, uncover opportunities, and optimize performance. Complete, Aggregated View Combine origination data with other enterprise sources to uncover richer KPIs, streamline operations, and track the full lifecycle of every application. Enterprise-Grade Data Sharing Secure, reliable data transfers powered by Databricks Delta Sharing provide fast, compliant, and automated partner integrations. Access to Advanced Solutions Enable AI, fraud detection, and marketing tools by giving partners immediate access to structured data—without building custom connections. Integrated Intelligence Combine Data Connect feeds with MeridianLink® Insight to generate instant analysis and visualizations, providing

Description

The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups. This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting. Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

LabInsu No 
MeridianLink Consumer Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 
Microsoft Power BI No 
Salesforce No 

Integrations

LabInsu Yes 
MeridianLink Consumer No 
MeridianLink One No 
MeridianLink Opening No 
Microsoft Power BI Yes 
Salesforce Yes 

Pricing Details

Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/meridianlink-data-connect/

Vendor Details

Company Name

Metrica Software

Founded

2025

Country

United States

Website

metricasoftware.com

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

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