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Right Data

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Right Time

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Right Place

Welcome to the ipushpull Client Resources Portal

With our powerful set of integrated data sharing and data-driven workflow tools, we will help you deliver big cost savings for your business and cutting-edge solutions for clients

Rapid time-to-market. Seamless integration. Enhanced client experience.ipushpull lets you connect your data and organise it so that you can control who in your organisation or clients is able to access it. To connect your data to ipushpull check out these useful guides:

Sending data from Excel

Sending data from databases

If you need help setting up views please contact us while we update our documentation.

For further information about how data is organised click here

Right Time

You can control how data is made available to clients, according to their needs and the nature of the data. These links help you get started

Embedding data into your website

Requesting live data into the web app

How to pull data-on-demand in Teams, Slack or Symphony

Right Place

To make data accessible to users and to control who can access it, these guides will help you get started:

Share pages

Add users

Set up notifications

Control user access

For further information click here