Connector guides
HiBob
People and headcount from your HRIS.
NetSuite
General ledger actuals from your ERP.
Salesforce / HubSpot
Revenue pipeline and ARR events from your CRM.
Snowflake
Actuals or pipeline pulled from your warehouse.
CSV upload
The universal fallback for any feed.
Also available
- Slack lets your team ask Novaplan questions without leaving the channel.
Managing connections
1
Connect a source
Authorize a connector or start a CSV upload in Admin -> Data. Snowflake and CRM sources also
let you choose which domain (people, GL, ARR actuals, or pipeline) the feed populates.
2
Configure what syncs
Set what each connector pulls and on what cadence. For a domain with more than one possible
source (for example, ARR actuals from a warehouse versus a CRM), routing decides which source
feeds it, with priority breaking ties.
3
Monitor and recover
Watch sync status here, and open Pipelines when a feed needs attention or
a run needs a re-run.
Common questions
Can two sources feed the same domain?
Can two sources feed the same domain?
Yes. Routing per domain decides which enabled source is read, with a priority value breaking
ties, so you can switch a domain from one source to another without losing the configuration.
Do I need a connector for every domain?
Do I need a connector for every domain?
No. CSV upload covers any domain, so you can start with spreadsheets and add live connectors
over time.
Troubleshooting
- A connector will not authorize: re-check the credentials or token in the source system, then re-authorize. Expired or rotated credentials are the most common cause.
- A feed stopped updating: check Pipelines for the last run and freshness status before assuming the data is current.
- Permission errors managing a connector: integration management is an admin capability. See Permissions for the role matrix.