Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Penn Mutual

Penn Mutual Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Identity

Income

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Penn Mutual data to flat files

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

The Penn Mutual Life Insurance Company commonly referred to as Penn Mutual was founded in Philadelphia Pennsylvania in 1847.

Google Drive

Destination: Google Drive

Export and sync comprehensive Penn Mutual datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.


Google Sheets

Destination: Google Sheets

Export and sync comprehensive Penn Mutual datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.


OneDrive

Destination: OneDrive

Export and sync comprehensive Penn Mutual datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


Excel Online

Destination: Excel Online

Export and sync comprehensive Penn Mutual datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


OneDrive for Business

Destination: OneDrive for Business

Export and sync comprehensive Penn Mutual datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


Excel Online

Destination: Excel Online

Export and sync comprehensive Penn Mutual datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


Box

Destination: Box

Export and sync comprehensive Penn Mutual datasets to XLSX or CSV files in Box on a recurring, automatic basis. Historical data is included.


Dropbox

Destination: Dropbox

Export and sync comprehensive Penn Mutual datasets to XLSX or CSV files in Dropbox on a recurring, automatic basis. Historical data is included.


Amazon S3

Destination: Amazon S3

Export and sync comprehensive Penn Mutual datasets to XLSX or CSV files in Amazon S3 storage buckets on a recurring, automatic basis. Historical data is included.


Azure Storage

Destination: Azure Storage

Export and sync comprehensive Penn Mutual datasets to CSV or Excel XLSX files in Microsoft Azure on a recurring, automatic basis. Past and present data records are included.


Google Cloud Storage

Destination: Google Cloud Storage

Export and sync comprehensive Penn Mutual datasets to CSV or Excel XLSX files in Google Cloud Storage buckets on a recurring, automatic basis. Past and present data records are included. Connect to Google BigQuery and Google Data Studio.


FTP

Destination: FTP

Export and sync comprehensive Penn Mutual datasets to CSV or Excel XLSX files on FTP servers.


SFTP

Destination: SFTP

Export and sync comprehensive Penn Mutual datasets to CSV or Excel XLSX files on SFTP servers.


HubSpot Files

Destination: HubSpot Files

Export and sync comprehensive Penn Mutual datasets to CSV or Excel XLSX files in HubSpot Files.