The Outbound Data Feed provides programmatic access to your Calxa data for use in external tools such as Power BI, Excel, Google Sheets, and custom integrations.
📢 Creating OData queries via the Calxa Outbound Data Feed isn’t for everyone and some advanced technical skill is required.
The Outbound Data Feed is designed for users who are comfortable working with OData, data modelling, and external BI tools.
Calxa ensures the accuracy of the data exposed through the feed, but we cannot provide support for building models, writing queries, or developing external integrations. If you are not familiar with these tools, we recommend engaging an experienced technical professional.
What the Outbound Data Feed Provides
The feed exposes structured entities containing:
Organisation, Business Unit, Account, and Metric definitions
Monthly Actuals, Budgets, Metrics, and Cashflow Forecast values
Monthly‑based data aligned to the last day of each month
A consistent schema designed for BI modelling
Security and Authentication
We use Basic Authentication to make the Outbound Data Feed accessible from common BI tools without requiring custom authentication code. This provides the simplest connection experience, but it also means credentials must be handled carefully. Use short‑lived credentials, store them securely, and disable or delete them when they are not needed.
Recommended Best Practices
Use short expiry periods for all credentials (e.g., 30 or 90 days)
Disable credentials when they are not actively in use
Delete credentials that are no longer required
Avoid embedding credentials in BI files
Use credential prompts in BI tools rather than saving passwords
Rotate credentials regularly
Outbound Data Feed Credentials
Add Credentials
To add credentials:
Navigate to Settings -> Billing & Admin -> Outbound Data Feed
Click ADD CREDENTIALS
Enter a description to identify these credentials
Choose an expiry duration
Save to generate the username and password
The credential will appear in your list with its status and expiry date.
Important Notes 💬
Credentials grant access to all workspace data
Passwords cannot be recovered once created; store them securely
You can disable or delete credentials at any time
Expired credentials cannot be used and must be replaced
Each credential is workspace‑specific
Managing Credentials
You can manage credentials from the same Outbound Data Feed menu.
Disable
Disable a credential to temporarily block access.
Delete
Delete a credential to permanently revoke access.
Connecting to the Feed
Once credentials are created, you can connect using any OData‑compatible tool.
Connection Details
Feed URL: Outbound Data Feed URL provided on the Outbound Data Feed menu
Authentication: Basic
Username: The generated credential username
Password: The generated credential password
Most BI tools allow you to enter these details directly when connecting to an OData source.
For detailed information on all entities, fields, and example OData queries, refer to:
Support Scope
Calxa provides support for:
Creating and managing Outbound Data Feed credentials
Confirming that feed values match Calxa reports
Troubleshooting authentication issues
Calxa does not provide support for:
Building Power BI or Excel models
Writing OData queries
Designing data transformations
Developing custom integrations
Resolving modelling issues in external tools
For advanced modelling, we recommend working with a BI professional.