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Fran Metrics aggregates data from multiple external sources to give you a unified view of your organization's performance. This section covers how to connect each supported data source.

Supported Data Connections

Accounting & Financial

• QuickBooks Online (QBO) — Direct API connection for automated P&L and financial data syncing. (Now supports connecting by Location — the same way you can connect by Class.)
• QuickBooks Desktop — Manual export/import workflow for organizations not using QBO
• Xero (New!) — Direct API connection to Xero for automated P&L reporting. Includes data sync, P&L mapping UI, tracking categories, structure change detection, and automatic notifications when account structures change. For setting up the chart of accounts, see Converting Xero SCOA to Fran Metrics Import.

POS & Operations

• Revel POS — Automated sales and transaction data from Revel Systems
• Housecall Pro — Service business data including invoices and job tracking
• Shopmonkey — Auto repair shop management data

Data Warehouses

• Snowflake — Connect to Snowflake data warehouses for custom data queries
• Amazon Redshift — Pull data from Redshift clusters
• Azure — Microsoft Azure data connections

CRM & Marketing

• GoHighLevel — CRM pipeline and lead tracking data
• ClientTether — Franchise CRM and lead management