Klipfolio Scales Customer Access with Embedded Connectivity

The challenge: Meeting SMB expectations for live data access

Klipfolio has long served small and midsize businesses with an intuitive BI platform that helps teams track and act on key metrics. But most of their users didn’t have access to a data team or data warehouse and needed to pull data directly from third-party systems like HubSpot, Zendesk, and QuickBooks. Originally, Klipfolio maintained these integrations in-house. But as usage scaled, so did the costs and complexity of supporting hundreds of evolving APIs.

“We had a team of five to seven developers building and managing custom connectors. But every API behaved differently, every update required work, and expectations from our users for data continuity were high.”

— Allan Wille, Co-founder & CEO, Klipfolio

The solution: Embedding a unified connector layer

Klipfolio evaluated 22 vendors before selecting CData for its connector breadth, white-labeling flexibility, scalable pricing, and deep technical support. CData’s embedded library became a translation layer across hundreds of sources, returning structured, spreadsheet-like data that non-technical users could interact with confidently.

“We love that the CData library serves as this translation layer, this homogeneous layer, that we can push all our connectors through. And because it's a library, we can embed and white label it, and all the authentication remains with Klipfolio.”

— Allan Wille, Co-founder & CEO, Klipfolio

The outcome: Self-service dashboards and faster delivery

The impact has been significant. Klipfolio launched a query builder UI that allows users to visually filter and select data from platforms like Zendesk, without writing code. They also introduced hundreds of prebuilt metric templates that leverage CData’s unified schema, making setup and insight delivery nearly instant for popular systems.

“The CData library allowed us to scale a lot more efficiently than if we had done this in house. And we’re quite proud of the way the solution turned out—and certainly our users are loving this stuff.”

— Allan Wille, Co-founder & CEO, Klipfolio

CData Embedded Connectors: Powering analytics at scale

By embedding CData connectivity, software teams can deliver fast, governed access to over 350 enterprise systems without building and maintaining connectors in-house. If your product needs scalable, secure connectivity to support dashboards, AI features, or embedded experiences, CData is your integration layer.

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