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CATS data integrations

This article documents the points where the CATS application integrates with data stored in external systems. IndeVets data warehouse integrations which do not flow through the CATS application but share a physical database are currently outside the scope of this article.

QuickBooks

Customers

  • CATS tracks what QuickBooks Customer ID each CATS Customer is linked with
  • CATS automatically creates QuickBooks Customer records via API during onboaring

Invoices

  • CATS creates QuickBooks Invoice records via API during time period invoicing
  • CATS tracks what QuickBooks Invoice ID each shift was billed on

Paycor

  • CATS generates a spreadsheet export suitable for upload to Paycor during time period payroll

Reports Center

The CATS web portal hosts a reports framework and section for staff that the agile team can use to deliver arbitary complex and configurable reports efficiently.

Current reports include:

  • All Shifts Report, filterable by from and through dates
  • All Shifts Report 2, filterable by from and through dates
  • Vets Shifts Report, filterable by doctor and state
  • Timesheet Range Export, filterable by from and through dates
  • Stats Report

also describe metabase providing a direct web-based analytical workspace leveraged by the engineering team, and a read-only full-database replica leverage by business users via MS Power BI

Metabase and Power BI

  • Metabase provides a web-based shared analytics workspace used by the engineering team
  • Microsoft Power BI provides a desktop-based analytics workflow used by the business team

Both Metabase and the Power BI Gateway are connected to a read-only replica database dedicated to analytics workloads that synchronizes from the production CATS application database and IndeVets data warehouse in real-time.