Tugger connects your business apps to the reporting and AI tools you already use. Pull data from platforms like Xero, HubSpot, Simpro, and more into Power BI, Tableau, Excel, or AI platforms like Claude, ChatGPT and more.
No code, no manual exports. Connect once, and your data syncs automatically.
How Tugger works
- Connect your business apps (Xero, HubSpot, Simpro, Clockify, and many more)
- Sync your data automatically on a daily schedule
- Report using Power BI, Tableau, or Excel with pre-built templates or your own reports
- Ask questions using AI Insights, powered by Claude, ChatGPT, and others
Get started
If you're new to Tugger, here's the quickest path to getting up and running:
1. Create your account
Sign up at tuggerapp.com and log in for the first time. See Creating Your Account & First Login for a walkthrough.
2. Add your first connector
A connector links Tugger to one of your business apps. Each connector pulls a specific set of data and syncs it automatically.
Choose the setup guide for your app:
Accounting & Finance - Xero | QuickBooks | Sage 50
CRM & Sales - HubSpot | Pipedrive | Zoho CRM | Shopify
Project & Job Management - Simpro | Jira | monday.com
Time Tracking - Clockify | Harvest | Harvest Forecast | Resource Guru | Deputy
HR & People - BambooHR | Breathe | Cezanne HR
Communication & Surveys - Microsoft Teams | 8x8 | SurveyMonkey | Ombea
Other - Excel Upload | SafetyCulture | Cin7 | GitHub
3. Wait for your first sync
Once your connector is set up, Tugger will pull your data automatically. You'll receive an email when your data is ready. This can take anywhere from a few minutes to longer depending on how much data you have.
4. Start reporting or asking questions
Once your data is ready, you have two ways to work with it:
Reporting - connect Power BI, Tableau, or Excel to your Tugger data and build dashboards and reports.
- Connecting Power BI Desktop to Tugger
- Publishing to Power BI Service
- Connecting Tableau to Tugger
- Exporting to Excel
AI Insights - ask questions about your data in plain English using an AI platform.
- What is Tugger AI Insights?
- Connecting Tugger to Claude
- Connecting Tugger to ChatGPT
- Connecting Tugger to Google Gemini
- Connecting Tugger to Cursor
- Connecting Tugger to Perplexity
Key concepts
Connector - a link between Tugger and one of your business apps. Each connector syncs data from a single app (or a single organisation within an app, such as one Xero tenant).
Sync - the process of pulling the latest data from your connected app into Tugger. By default, syncs run daily at 08:00 UK time. See Managing Your Sync Schedule.
Report Credentials - a username, password, and OData URL that Power BI, Tableau, or Excel use to connect to your Tugger data. Found on the Report Setup page for each connector.
MCP (Model Context Protocol) - the technology that lets AI platforms like Claude connect securely to your Tugger data. Managed in Tugger MCP Configuration.
Need help?
- Browse the guides in this help centre
- Contact the Tugger team - we're always happy to help