Loxo connector

Use your Loxo data for reporting, automation and AI.

Data Panda pulls your Loxo people, jobs, projects, sequences and pipeline events into the same warehouse as your finance, marketing and operations data. From one place we turn it into dashboards, automations and AI workflows where recruiters, hiring managers, HR and finance work off the same numbers, instead of one recruiter view per role inside Loxo.

Data Panda Reporting Automation AI Apps
Loxo logo
About Loxo

An all-in-one talent intelligence platform for agencies and in-house TA.

Loxo was founded in 2012 in Denver by Matt Chambers, who still runs the company as CEO. The product set out to replace the typical recruiting stack of ATS plus CRM plus a sourcing tool plus an outbound sequencer with a single system, and now positions itself as a talent intelligence platform: one product for sourcing, engaging, managing and placing candidates, with native AI agents on top instead of bolted-on third-party LLMs. Direct-hire and executive-search firms, staffing agencies, RPOs and corporate TA teams sit in the customer base.

The product is built around people, jobs, projects, lists, sequences, pipeline stages, activities and placements. People come from the firm's own database and from a global talent dataset enriched with 150-plus sources and billions of data points, searchable through Boolean filters or a natural-language prompt. Jobs hold the role, the hiring manager and the search agreement. Projects and lists group the candidates that recruiters work for an open or future role. Sequences run the email and SMS outreach with help from the Outreach GPT and AI Job Matching agents. Pipeline stages and activities track every conversation, screen, submittal, interview and offer. Placements close the loop and trigger the fee schedule. The API exposes all of this, which is exactly what a warehouse needs to reconstruct sourcing throughput, sequence performance, the funnel and the revenue that follows.

Ideas

What you can automate with Loxo.

Pair with Slack

Push sourcing and pipeline events into the right Slack channels

New replies on a sequence, candidates moved to interviewing and signed placements in Loxo drive the right Slack messages into the right places: a hiring channel post when a sourced candidate replies positively, a manager DM when a submittal sits with a client past forty-eight hours without feedback, and a celebration post in the team channel when a placement is signed. Recruiters stop running a manual nudge round on Friday afternoon.

Pair with HubSpot

Keep BD pipeline and search execution on one timeline

Open searches and signed agreements in HubSpot show up next to the live job, project and submittal activity in Loxo. A new client deal closed in HubSpot creates the matching job and project in Loxo with the agreed fee, and a stalled search in Loxo flags the renewal conversation in HubSpot before the partner meeting. Business development and delivery work off the same backlog instead of two parallel forecasts.

Pair with Calendly

Keep interview scheduling and pipeline stages in sync

Calendly bookings for screens, client interviews and final-round meetings create the corresponding activities on the candidate timeline in Loxo, with the right pipeline stage and recruiter attached. No-shows and reschedules update the time-in-stage clock automatically, so the funnel report reflects what really happened, not what was planned at the start of the week.

Pair with monday.com

Plan onboarding the day a placement is signed

A signed placement in Loxo triggers the onboarding board in monday.com: client kickoff, paperwork, day-one checklist, buddy pairing and first-week plan, all keyed to the agreed start date. The delivery lead, the client-facing partner and the candidate care team see the same checklist, and a slipped start date moves the dependent tasks instead of leaving them stranded.

Pair with HiBob

Hand the new hire over to the HRIS without re-typing

A signed placement in Loxo creates the employee record in HiBob with the agreed role, manager, department, start date and compensation, and seeds the onboarding workflow there. The recruiter stops re-typing details into HiBob the morning the new colleague starts, and the candidate-to-employee timeline runs as one continuous record across both tools.

Pair with Exact Online

Invoice placement fees the day the start date holds

Signed placements and the matching fee schedule in Loxo create the draft invoice in Exact Online keyed to the agreed start date, with the right client, recruiter and search reference attached. A guarantee period that lapses without a refund condition flips the draft to sent, and a candidate that walks inside the guarantee window blocks the invoice instead of the partner finding out at month-end close.

Data model

Tables we make available.

These are the 29 tables we currently pull from Loxo into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Activity Types
  • Bonus Payment Types
  • Bonus Types
  • Companies
  • Company Types
  • Compensation Types
  • Countries
  • Currencies
  • Deal Workflows
  • Deals
  • Disability Statuses
  • Diversity Types
  • Dynamic Fields
  • Education Types
  • Email Tracking
  • Equity Types
  • Ethnicities
  • Fee Types
  • Form Templates
  • Forms
  • Genders
  • Job Categories
  • Jobs
  • People
  • Person Events
  • Placements
  • Scorecards
  • Users
  • Workflows

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

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 Loxo 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 Loxo 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.

  • Loxo 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.

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

A first deliverable live in four to six weeks.

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