Sources
55 products
Reusable core fields, dimensions, PII/DSDR hints and measure templates per source product — start here, then adapt per customer.
Templates only — grain, filters, custom fields and ownership are firm-specific.
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CRM
Salesforce
CRM core: Accounts, Contacts, Opportunities — from load/skip via grain to a pilot mart (Source Scope → Mart Brief).
Open library →
CRM
HubSpot
CRM + marketing: Companies, Contacts, Deals — load/skip, form PII and deal grain to a pilot mart.
Open library →
Analytics
Google Analytics 4
Event analytics: sessions, users, conversions and purchase revenue.
Open library →
CRM
Microsoft Dynamics 365
Dataverse Sales: account, contact, opportunity — load/skip and opportunity grain to a pilot mart.
Open library →
Service
ServiceNow
ITSM core: Incidents, changes, CMDB — load, PII and service measures.
Open library →
Service
Zendesk
Customer service: tickets, users, CSAT — load, PII and support measures.
Open library →
Commerce
Shopify
E-commerce: orders, customers, products — load, PII and commerce measures.
Open library →
ERP
SAP S/4HANA
ERP core: a narrow sales/order slice — load/skip and grain to a pilot mart (not full ERP).
Open library →
ERP
Oracle NetSuite
Cloud ERP: customer, vendor, item, sales order, invoice — SuiteQL/REST, PII and finance KPIs.
Open library →
HCM
Workday
HCM core: worker, position, organization — headcount snapshot grain to a pilot mart.
Open library →
HCM
SAP SuccessFactors
Employee Central: EmpEmployment, EmpJob, PerPerson — OData, PII and workforce KPIs.
Open library →
Collab
Jira
Issues/projects: delivery metrics — REST/JQL load, PII and cycle-time measures.
Open library →
Collab
Confluence
Pages/spaces: content activity — Cloud REST load, PII and knowledge KPIs.
Open library →
Collab
Slack
Channels/messages: collaboration metrics — Conversations API; usually do not load message text.
Open library →
Collab
Microsoft Teams
Teams/meetings: collaboration & calls — Graph API; usually skip chat bodies and transcripts.
Open library →
Finance
Stripe
Payments: charge/PaymentIntent, invoice, subscription — API load, PII and GMV/MRR measures.
Open library →
Finance
SAP Concur
Expense: reports/entries, travel — Concur API load, PII and spend measures.
Open library →
Finance
SAP Ariba
Procurement: PO, invoice, supplier — Ariba load, PII and spend/cycle measures.
Open library →
Finance
Coupa
Spend: PO, invoice, expense — Coupa API load, PII and maverick/spend measures.
Open library →
Workplace
Microsoft Entra ID
Workforce identity: user/group/app, sign-in and audit meta — Graph/Entra load, PII and identity measures.
Open library →
Workplace
GitHub
Dev platform: repo/PR/issue/workflow meta — API load, PII and delivery measures; no source-code dump.
Open library →
Workplace
SharePoint
Collaboration: site/drive/list meta, sharing — Graph load; no file binaries.
Open library →
Banking
Temenos (T24 / Transact)
Core banking: customer/account/arrangement, postings — T24/Transact load, PII and banking measures; no cleartext payment payloads by default.
Open library →
Workplace
Google Workspace
Workspace: user/OU, Drive/Calendar/Gmail meta, login reports — Admin/Reports API; no mail/file bodies.
Open library →
Banking
Avaloq
Core banking: business partner/contract/product, bookings — Avaloq load, PII and banking measures; no cleartext payment payloads by default.
Open library →
Banking
Thought Machine (Vault)
Cloud core banking: customer/account/product version, Postings API — Vault load, PII and banking measures; no cleartext payloads by default.
Open library →
Banking
Finastra (Fusion)
Core banking: CIF/account/facility, GL entries — Finastra load, PII and banking measures; no cleartext payment payloads by default.
Open library →
Banking
Murex
Capital markets: trade/position/risk — aggregated exposure and P&L measures; no raw ticket free text.
Open library →
Banking
FIS
Banking & payments: account/transaction/payment — aggregated balance and volume measures; no PAN/KYC cleartext.
Open library →
Insurance
Guidewire
Insurance core: policy/claim — aggregated premium/loss-ratio measures; no adjuster notes/medical docs.
Open library →
Insurance
Duck Creek
Insurance platforms: policy transaction/claim — aggregated premium/loss-ratio measures; no adjuster/underwriting docs.
Open library →
DMS
OpenText (Content Server)
ECM core: document/version/folder, category and permissions — metadata load, PII and DMS measures; no binary bodies or OCR full text.
Open library →
DMS
Fabasoft
ECM core: object/content version/room, filing plan and permissions — metadata load, PII and DMS measures; no binary bodies or full text.
Open library →
DMS
ELO (ECM Suite)
ECM core: Sord/version/mask, ObjKeys and rights — metadata load, PII and DMS measures; no binary bodies or full text.
Open library →
DMS
DocuWare
DMS core: document/revision/file cabinet, index fields and access rights — metadata load, PII and DMS measures; no binary bodies or full text.
Open library →
DMS
Box
Content platform: file/version/folder, metadata and collaboration — metadata load, PII and DMS measures; no binary bodies or full text.
Open library →
Finance
DATEV
DACH accounting/tax: booking records, debtors/creditors, chart of accounts — documents as meta; strictly protect bank data and tax IDs.
Open library →
ERP
Sage
Accounting & ERP: general ledger, journal vouchers, customer/supplier master data — invoice facts; protect bank data and contact PII.
Open library →
ERP
Oracle Fusion Cloud
Oracle Fusion Cloud ERP/HCM/CX: GL journals, AP/AR vouchers, supplier/customer and worker master data — never compensation cleartext.
Open library →
ERP
Business Central
SaaS ERP: company, customer, sales header, G/L entry — API/SystemId; PII and skip; lift map against Navision.
Open library →
ERP
Dynamics NAV / Navision
On-prem ERP: the same business objects — SQL Server, tables 18/17/21/36; custom gap before the join.
Open library →
HCM
Personio
HR/people ops (EU): employee master, absences, compensation — strict workforce PII; never salary cleartext in marts.
Open library →
Workplace
Microsoft Exchange
Mail/calendar meta: mailbox, message and event meta, distribution groups — Graph load; no mail bodies or attachments.
Open library →
Collab
monday.com
Work OS: board/item/column meta, updates counts — GraphQL load; no update bodies or file-column content.
Open library →
Learning
Moodle
LMS: user/course/enrollment/grade meta — web services load; handle enrollments/grades carefully, no submission content.
Open library →
Marketing
Adobe Experience Cloud
Marketing: profiles/events/segments with consent — AEP load; no cleartext emails or creative bodies in default marts.
Open library →
Service
Freshdesk
Customer support: ticket/contact/agent meta, SLA — REST load; no conversation bodies or attachments.
Open library →
BPM
Pega
Case management & BPM: case/assignment/operator meta — Case API load; no attachment or correspondence bodies.
Open library →
BPM
Camunda
Process automation: process instance/task/incident meta — REST API load; handle variable payloads carefully, no byte-array dumps.
Open library →
Healthcare
Epic
Healthcare EHR: encounter/appointment/code metadata aggregates — FHIR load; strict PHI skip/PII policy, no clinical notes/bodies.
Open library →
HCM
BambooHR
HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts.
Open library →
HCM
HiBob
HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts.
Open library →
HCM
Factorial
HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts.
Open library →
HCM
Greenhouse
ATS: candidate/application/job pipeline — API load, strict applicant PII; no CV/scorecard bodies by default.
Open library →
HCM
softgarden
ATS: candidate/application/job pipeline — API load, strict applicant PII; no CV/scorecard bodies by default.
Open library →