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Activate Data Sync Integration Functionality for Reporting
Activate Data Sync Integration Functionality for Reporting
Updated over 3 weeks ago

Feature available on CASEpeer Advanced

CASEpeer’s data sync integration enables a firm to report on its data at a higher level. Firms are provided an API key to connect to their favorite compatible business intelligence tools.

  • Navigate to the Icon in the top right corner of your account and select Account Settings.

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  • Scroll down to the Additional Features section and locate Data Sync.

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  • Copy the API key and Select Save.

  • Enter the API key into your preferred business intelligence tools application.

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