FileMaker connector

Use your FileMaker data for reporting, automation and AI.

Data Panda brings the data inside your FileMaker solutions together with the rest of your business. From one place, we turn those tables into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
FileMaker logo
About FileMaker

The internal app a spreadsheet can't carry.

FileMaker is the low-code application platform from Claris International, a wholly owned Apple subsidiary. Teams use it to build the internal apps that don't justify a Salesforce or SAP licence but need more structure than a spreadsheet: a clinic's patient records and appointment book, a distributor's order and stock app, a school's enrolment system, a museum's collection database.

A FileMaker app is called a solution. Inside it sit tables and fields for the data, layouts for the interface, scripts for the logic, value lists for the dropdowns, and accounts and privilege sets for who sees what. The current release is FileMaker 2025 with native AI script steps, semantic search and LLM connectors. Apps run on FileMaker Pro on the desktop, FileMaker Go on iPad and iPhone, FileMaker WebDirect in the browser, and FileMaker Server or FileMaker Cloud on the back end.

What makes FileMaker interesting to pull into a warehouse is the same thing that made it spread: every solution is custom, so the patient table at one clinic and the order table at one distributor each carry the real shape of that business. None of that data shows up in your finance or BI stack until you bring it across.

What your FileMaker data is for

What you get once FileMaker is connected.

Solution-wide reporting

Record counts, field fill rates and activity per table across every FileMaker solution your teams run.

  • Records missing key fields like status, owner or external reference, per table
  • Tables that haven't been written to in N months, grouped by solution and team
  • Volume per script run and per layout open, so you see which parts of the app carry the work

Push and pull across systems

Let FileMaker records drive the rest of your stack, without someone re-keying an order or a patient into the accounting tool.

  • New orders in a FileMaker solution create the matching sales invoice in Exact Online or Business Central
  • Patient appointments in FileMaker open the right Outlook or Google calendar slot and send the SMS reminder
  • Status changes on internal tickets post a compact update to the right Slack channel

AI on top of your custom data

Put the real solutions behind AI that answers on your data, not on what an embedded model thinks a generic order or patient looks like.

  • Cross-solution search over orders, patients or assets that knows which table is the source of truth
  • Auto-classification and summary of long notes fields in clinical or service records
  • Duplicate-record detection across solutions where the same customer or supplier lives twice

Apps next to FileMaker

Lightweight tools on top of your FileMaker data for people who shouldn't need FileMaker Pro to do their job.

  • Read-only customer or partner portal backed by specific tables in a solution
  • Field-team app that hits the warehouse copy instead of pinning a busy FileMaker Server
  • Internal review app with stale-record queues per solution and team
Use cases

Use cases we deliver with FileMaker data.

A list of concrete reports, automations and AI features we have built on FileMaker data. Pick the one that matches your situation.

Solution inventoryTables, fields, layouts and scripts per solution, with last-edited age and active accounts.
Order to invoiceFileMaker order rows reconciled against the matching invoice in the accounting system.
Patient and appointment viewClinics joining patient records and appointment slots to billing and reminder logs.
Asset and equipment registryField teams tracking material in FileMaker, audited against maintenance and rental cycles.
Member and enrolment dataSchools and associations rolling member or pupil data up next to finance and communication.
Stale and orphan recordsRecords with no recent edits, no linked parent, or no owner across the whole solution.
Account and privilege auditWho has which privilege set, where shared accounts are still in use, last-login age.
Script run telemetryHow often each script fires, where errors land, which scripts are no longer triggered.
Cross-solution duplicatesThe same customer, supplier or contact living in two FileMaker solutions side by side.
Sales handoverQuote rows in FileMaker matched against the deal record in HubSpot or Salesforce.
Real business questions

Answers you will finally get.

Which FileMaker solutions do we still run, and who owns them?

Solutions ranked by record write volume, unique active accounts per month and last-edited age, with the privilege set and owner attached. Separates the apps that carry weekly operations from the ones that have been on the server for years without anyone touching them. That's the starting point before any consolidation, retire-or-rebuild call.

Where are FileMaker orders or quotes failing to land in the accounting system?

Order or quote rows from the FileMaker solution joined to invoices in Exact Online, Business Central or another accounting tool, matched on customer and reference. Surfaces the rows that were marked delivered or won in FileMaker but never made it onto an invoice, and the invoices booked without a matching FileMaker source row.

Are our patient or member records the same across the FileMaker app and the systems we send them to?

Patient or member rows from the FileMaker solution compared with the same identity in the appointment, billing or communication tool, on email, national number or a shared external ID. Flags the records that drifted, the duplicates a second team created elsewhere, and the contacts that exist in one place but not the other.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

When sales orders, quotes or service tickets live in FileMaker and the bookings live in Exact or Business Central, finance gets the cross-check it has been doing by hand. Open orders, missed invoices and write-offs land on the same page as the rest of the close.

For sales leaders

Sales teams using FileMaker as a quoting or account tool see those rows next to the CRM record. Quote-to-deal conversion and the activity sitting in the FileMaker app stop being invisible to the dashboard the VP Sales reads on Monday.

For operations

A view across every FileMaker solution the business runs: which ones still get used, who owns them, where shared accounts and stale records have built up. Ops runs a quarterly clean-up with a concrete list instead of a feeling about which solution is fragile.

Ideas

What you can automate with FileMaker.

Pair with Exact Online

Send FileMaker orders to Exact Online as sales invoices

When an order in your FileMaker solution flips to delivered, the matching sales invoice gets created in Exact Online with the right customer, lines, VAT codes and reference back to the FileMaker record. Finance stops re-keying orders at month-end, and the order book in FileMaker and the invoice ledger in Exact stay reconciled day by day.

Pair with MS Dynamics 365 Business Central

Push FileMaker quotes into Business Central

Quote rows from your FileMaker solution land as sales quotations in Microsoft Dynamics 365 Business Central, with the customer, item codes and pricing carried across. When a quote turns into an order in FileMaker, the matching sales order opens in Business Central. Sales keeps quoting in the app they already know, and finance gets the document in the system they really book against.

Pair with HubSpot

Sync FileMaker contacts with HubSpot

Customer or lead rows from a FileMaker solution stay in step with the matching HubSpot contact: new rows create the contact, edits flow both ways on email, phone and address, and the FileMaker record links back to the HubSpot record id. Marketing gets the contacts the FileMaker app generated without anyone exporting CSVs, and the FileMaker app stops drifting from the CRM the rest of sales lives in.

Pair with Salesforce

Match FileMaker accounts with Salesforce

Companies and contacts in a FileMaker solution stay matched with Account and Contact records in Salesforce, on a shared external id. The FileMaker app still owns the operational rows your business runs on, and Salesforce gets the same companies the deal team is closing against, without two databases drifting apart over a year.

Pair with monday.com

Open a monday.com item from a FileMaker record

When a record in a FileMaker solution flips to a status that needs follow-up, the matching item opens on the right monday.com board, with the FileMaker reference, owner and due date carried across. Status updates flow back so the FileMaker row reflects what monday shows. Teams that work in monday for delivery stop manually copying tasks out of the FileMaker app.

Pair with Slack

Post FileMaker record updates to the right Slack channel

Edits on flagged tables or status changes on key records in your FileMaker solution post a compact update to the Slack channel that owns the topic, with a link back to the record. Teams stop relying on someone tabbing into FileMaker to spot the change, and a light audit trail lands next to the conversation where the work happens.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your FileMaker data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From FileMaker to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • FileMaker connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Every FileMaker solution is custom. How does a warehouse sync handle that?

FileMaker tables and fields are defined per solution by whoever built it, so there is no single schema to assume. The sync reads the tables and fields exposed by the solution, with the actual fields each table carries, landed as columns in your warehouse. We do not pretend a generic CRM or ERP model exists underneath; we land the real shape of the solution and the analytics layer is where business logic per table sits, one solution at a time.

Does it matter whether the solution runs on FileMaker Server or FileMaker Cloud?

Either works. FileMaker Server hosts on a machine you run on-premise or in your own cloud, FileMaker Cloud is the Claris-hosted option on AWS. The connector reaches the solution through the same data layer in both cases. What changes is where the credentials and network rules live, not what arrives in the warehouse.

What about container fields with photos, PDFs or signed documents?

Container fields hold binary content like images, scanned forms or signed PDFs alongside the row. By default the sync stores the metadata and a reference to the file rather than copying every binary blob into your warehouse, which keeps the load light and avoids duplicating large objects. When a use case needs the binary itself, those fields can be opted in per table.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your FileMaker setup and the systems around it. Together we pick the first thing worth building.