All features
Everything DataBridge does, in one list.
Every capability by area, with the editions that have it. Modules and prices are on the pricing page. The free browser edition covers the Sync tools, so you can try them now without signing in.
Browser, Desktop, Server
What is in each edition.
The same engine in three places. The in-app Plans page lists the same limits.
| Capability | Free browser | Desktop | Server |
|---|---|---|---|
| Where it runs | In your web browser. Nothing to install. | A Windows app you unzip and run. One user, a local database. | Your own Windows server with IIS, for a team. |
| Sign-in | None. | Optional. Sign in to unlock the modules you own. | Accounts and roles you manage. |
| Where your files go | Read on your device and never uploaded. Work is saved in that browser only. | Everything stays on your computer. | Everything stays on your network. |
| Sync tools: templates, mappings, transform, validate, diff | Yes. Up to 10 templates and 5 mappings. | Yes, with the same caps until a paid module is owned. | Yes, with the same caps until a paid module is owned. |
| File limits | CSV and TSV 10 MB, Excel 5 MB, 100,000 rows per file. | See the in-app limits. | Upload and Parse takes files up to 50 MB. |
| Sources: SFTP, FTP, folders, HTTP, Azure Blob, S3 | No. A locked preview. | No Sources screen today. | Yes, with Transfer. |
| Destinations: SFTP, FTP, HTTP, email, folder, Azure Blob, S3 | No. A locked preview. | Yes, all seven types, with Transfer. | Yes, with Transfer. |
| Database connections and saved queries | No. A locked preview. | Yes, with Database. A query returns up to 1,000 rows. | Yes, with Database. |
| Scheduled jobs | No. A locked preview. | Yes, with Flow, only while the app is open. | Yes, unattended, with Flow. |
| Pipelines, batch operations, webhook triggers | No. | No. They need a DataBridge Server. | Yes, with Flow. |
| Extract: PDF, Excel and XML with OCR | No. | No. It needs a DataBridge Server. | Yes, with Extract. |
| Database sync and the six SQL Server tools | No. | No. They need a DataBridge Server. | Yes, with Database. |
| Marketplace packs | No. The Free plan does not include it. | Yes, with any paid module. | Yes, with any paid module. |
| Users, audit log, record sharing | No. | No. One user. | Yes. |
| Desktop is single-user Windows software. Anything it cannot run needs a connection to a DataBridge Server. See the free edition guide for the browser edition. | |||
Local first
Your files stay where you put them.
Each edition keeps your work in a different place. Jobs send data only to the destinations you set up.
Free browser edition
Files you open are read in the browser and are not uploaded. Templates and mappings are saved in that browser, on your device.
DataBridge Desktop
No installer: a single program you can run from any folder. Your work stays on that PC, under your Windows profile, and the free tools work offline. Other PCs see it only if you export and import it.
DataBridge Server
Shared templates, mappings, jobs and users on your own Windows server, reached over your network. Your data stays on your infrastructure.
Encrypted in transit when the destination supports it. See exactly what leaves each edition.
Sync, free in every edition
Sync
File templates, field mappings and checks. These work in the free browser edition, in Desktop and on a Server. Any paid module lifts the caps of 10 templates and 5 mappings.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| File templates | Describe a CSV, TSV, Excel or custom-delimiter layout: columns, types, header row and validation rules. | BrowserDesktopServer | Details for File templates |
| Field mappings | Turn one layout into another with copy, case, trim, replace, substring and date rules, and crosswalk lookups. | BrowserDesktopServer | Details for Field mappings |
| Transform Data | Run a file through a template and a mapping and download the result as CSV, TSV or JSON. | BrowserDesktopServer | Details for Transform Data |
| Quick Transform | One-click clean-ups for whitespace, duplicates, dates, phone numbers and lowercase emails, with no template. | BrowserDesktopServer | Details for Quick Transform |
| Expression Builder | Try an expression against a sample row before you rely on it. | BrowserDesktopServer | Details for Expression Builder |
| Validate File | Check a file against a template and list every problem by row and column. | BrowserDesktopServer | Details for Validate File |
| Data Diff | Compare two versions of a file and see rows only in each and changed cells, with an optional key column. | BrowserDesktopServer | Details for Data Diff |
| Export and Import | Save all your templates and mappings to one JSON file and import it on another machine. | BrowserDesktopServer | Details for Export and Import |
| Upload and Parse | Test a CSV, TSV, TXT or Excel file against a template before you build anything on it. | Server | Details for Upload and Parse |
| Crosswalks | Translate one system's codes to another's, imported from CSV, TSV or Excel and versioned on every import. | Server | Details for Crosswalks |
| Record Matching | Find duplicates inside a file or matches across two files with exact, normalized and fuzzy rules, then review the pairs. | Server | Details for Record Matching |
| Test Data | Generate synthetic customers, items, prices and open orders from rules and a seed, the same every time. | Server | Details for Test Data |
Transfer module
Transfer
Move files, APIs and cloud storage in and out. Transfer has no database access of its own.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| HTTP sources | Read from an HTTP or REST address, incrementally with a {watermark} URL, with paging by page number, offset, cursor or Link header. | Server | Details for HTTP sources |
| Folder sources | Read from a local or network folder with file patterns, optional subfolders, a wait for half-written files and an after-ingest action: leave, archive or delete. | Server | Details for Folder sources |
| SFTP and FTP sources | Read from SFTP and FTP or FTPS servers with a password or an SSH key, and pin the server's host key. | Server | Details for SFTP and FTP sources |
| Cloud sources | Read from Azure Blob Storage containers and Amazon S3 buckets. | Server | Details for Cloud sources |
| Source checks | Test, Preview one item, list what is waiting, or re-ingest everything, all before a job depends on it. | Server | Details for Source checks |
| SFTP destinations | Deliver by SFTP with host key pinning. The file is written under a temporary name and renamed when complete. | DesktopServer | Details for SFTP destinations |
| FTP and FTPS destinations | Deliver to an FTP server, with TLS on by default. | DesktopServer | Details for FTP and FTPS destinations |
| HTTP destinations | POST, PUT or PATCH to an API with no authentication, Basic, an API key or OAuth2, and an idempotency key on every retry. | DesktopServer | Details for HTTP destinations |
| Email destinations | Email the file as an attachment through SMTP or Microsoft 365 (Graph). | DesktopServer | Details for Email destinations |
| Folder destinations | Write to a local or network path. | DesktopServer | Details for Folder destinations |
| Cloud destinations | Deliver to Azure Blob Storage or Amazon S3, including S3-compatible stores. | DesktopServer | Details for Cloud destinations |
| Retries and Push History | Automatic retries, file name patterns with {date}, {time} and {guid}, and a record of each delivery's size and SHA-256. | DesktopServer | Details for Retries and Push History |
Flow module (in the Integrate and Everything bundles)
Flow
The automation layer that runs the other modules on a schedule instead of by hand.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| Scheduled jobs | Chain steps: Import from source, Import file, Execute query, Transform data, Export data, Push results, Write to database, Send notification, Wait and HTTP request. | DesktopServer | Details for Scheduled jobs |
| Schedules | Manual, Once, Daily, Weekly, Monthly or Repeating, in a time zone you choose, with the schedule stated in plain English before you save. | DesktopServer | Details for Schedules |
| Write to database | Insert, update or insert, or replace rows in an existing table, with reject files and an all-or-nothing option, on a connection an administrator has enabled for writes. | DesktopServer | Details for Write to database |
| Send once | Remember what a query step delivered so each row is sent one time. | Server | Details for Send once |
| Retries and failure handling | Retry a whole job up to 10 times, and choose per step whether a failure stops the job, continues or retries. | Server | Details for Retries and failure handling |
| Notifications | Email when a job succeeds or fails, or send a message from a step. Needs the server's email set up. | Server | Details for Notifications |
| Job Monitor | Every run with its steps, rows, duration, trigger and delivered files. | Server | Details for Job Monitor |
| Pipelines | Chain Execute query, Push results, Run job, Run sync, HTTP request, Transform data, Extract document and Delay steps, with For each, Conditional, Parallel and Aggregate. | Server | Details for Pipelines |
| Batch operations | Run a set of saved queries, sync profiles or jobs with a concurrency limit and an optional stop at the first failure. | Server | Details for Batch operations |
| Webhook triggers | Start a job or pipeline when another system posts to a private URL, verified by HMAC signature or bearer token. | Server | Details for Webhook triggers |
Extract module (Server only)
Extract
Read fields out of documents. OCR for scanned pages is included.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| PDF, Excel and XML extraction | Templates locate named fields in a PDF, an Excel workbook or an XML file and score each one. | Server | Details for PDF, Excel and XML extraction |
| Zone calibration | Set each field's zone on a sample page visually, or edit the zones as numbers. | Server | Details for Zone calibration |
| OCR | Scanned pages are read with OCR, at lower confidence than a PDF with a text layer. | Server | Details for OCR |
| Review and correct | Check low-confidence values, correct them and save. | Server | Details for Review and correct |
| History and export | Keep every extraction and export CSV, one form or several at once. | Server | Details for History and export |
| W-2 and 1099-NEC | Calibrators for both forms and a ready-made W-2 template, including batches of W-2s in one PDF. | Server | Details for W-2 and 1099-NEC |
Database module
Database
Connections, queries and database-to-database sync. Saved queries are read-only.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| Connections | SQL Server, PostgreSQL, MySQL and SQLite, with schema discovery and stored passwords encrypted. | DesktopServer | Details for Connections |
| Saved queries | Parameterized read-only queries that jobs and pipelines run. | DesktopServer | Details for Saved queries |
| Table comparison | Compare a database table with a file. | Desktop | Details for Table comparison |
| Query Workspace | Inspect and try a query against a connection. | Server | Details for Query Workspace |
| Data Sync | Keep a target table in step with a source table, one way, in reverse or both ways, with Preview and Validate before any write. | Server | Details for Data Sync |
| Change detection | Full compare, Timestamp, Row hash, or SQL Server Change tracking. | Server | Details for Change detection |
| Conflict rules | For bidirectional sync: Source wins, Target wins, Last write wins or Manual review. | Server | Details for Conflict rules |
Database module (Server only)
SQL Server tools
Six tools, each with its own dashboard and schedule, in the product's own words.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| SQL Server Backup Manager | Automated SQL Server backups with scheduling, compression, and verification | Server | Details for SQL Server Backup Manager |
| SQL Server Health Monitor | Server health checks and best practice validation using diagnostic DMVs | Server | Details for SQL Server Health Monitor |
| SQL Server Space Monitor | Drive and database file sizes, disk space alerts, and size history | Server | Details for SQL Server Space Monitor |
| SQL Server Index Advisor | Index analysis, missing index detection, a fragmentation heat map, and maintenance windows | Server | Details for SQL Server Index Advisor |
| SQL Server Query Analyzer | Top queries, plan cache analysis, and query performance tracking | Server | Details for SQL Server Query Analyzer |
| SQL Server Security Auditor | Logins, roles, orphaned users, failed logins and security best practice checks | Server | Details for SQL Server Security Auditor |
Any paid module opens the Marketplace
Marketplace packs
File templates and field mappings someone already built. The SQL Server tools above are packs too. These lines repeat each pack's own description.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| Banking Essentials Pack | ACH, Positive Pay, BAI2, Lockbox, Wire Transfer field templates & mappings, pairs with your bank's file formatter | DesktopServer | Details for Banking Essentials Pack |
| EDI Complete Pack | CSV templates and mappings for EDI X12 850, 810, 856, 855, 860, 820, 940, 945, 997. Pairs with your EDI translator; we map the flat files it produces and consumes, and we do not parse raw X12. | DesktopServer | Details for EDI Complete Pack |
| Sage 100 ERP Connector | Sage 100 Visual Integrator CSV layouts for customers, vendors, items, warehouses, sales orders, purchase orders, AR and AP invoices and GL accounts | DesktopServer | Details for Sage 100 ERP Connector |
| NetSuite Connector | NetSuite CSV Import Assistant templates for customers, contacts, vendors, vendor bills, items, sales orders, invoices, purchase orders and journal entries | DesktopServer | Details for NetSuite Connector |
| QuickBooks Connector | QuickBooks Desktop IIF import files for accounts, customers, vendors, items, invoices, bills, payments and journal entries | DesktopServer | Details for QuickBooks Connector |
| Salesforce CRM Pack | Salesforce Data Loader layouts for Accounts, Contacts, Opportunities, Products, Leads, Campaigns, Cases, Tasks and a custom object, with mappings from your own contact, opportunity, product and case files | DesktopServer | Details for Salesforce CRM Pack |
| HubSpot CRM Pack | HubSpot import layouts for Contacts, Companies, Deals, Products and Line Items, contact-company-deal-line item association files, and custom contact property mapping | DesktopServer | Details for HubSpot CRM Pack |
| Dynamics 365 CRM Pack | Dynamics 365 Import Wizard layouts for Accounts, Contacts, Leads, Opportunities, Cases, Products and Price Lists, with mappings from your own contact, opportunity, product and case files | DesktopServer | Details for Dynamics 365 CRM Pack |
| Healthcare HL7 Pack | CSV layouts for HL7 ADT, ORM, ORU, DFT and SIU and HIPAA 837P, 837I, 835, 270/271 and 276/277, with patient, lab result, order, claim and payment formats and five mappings; bring your own HL7 engine | DesktopServer | Details for Healthcare HL7 Pack |
| E-Commerce Integration Pack | Shopify and Amazon product and order templates with product mappings | DesktopServer | Details for E-Commerce Integration Pack |
| Data Quality Toolkit | Customer-data validation rules (required, type, range, pattern, code lists, email, phone, postal code), a cleanup mapping, and duplicate matching with survivorship and a merge report | DesktopServer | Details for Data Quality Toolkit |
Included with the Server
See what is running
Know what depends on what, and whether it is working.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| Data Flow Map | A map of connections, saved queries, templates, mappings, jobs and destinations colored by health, to trace what depends on an object and find what nothing uses. | Server | Details for Data Flow Map |
| REST API | A REST API behind a bearer token for what the app does, with the same module gates. | Server | Details for REST API |
Included with the Server
Security and administration
Self-hosted means your files and database connections stay on your network.
| Feature | What it does | Editions | Details |
|---|---|---|---|
| Users and roles | Accounts with roles, a lockout after repeated failed sign-ins, and five users included with each paid license. | Server | Details for Users and roles |
| Audit log | Every create, update, delete, sign-in, export, import and configuration change, with the user, IP address and before and after values. | Server | Details for Audit log |
| Ownership and sharing | Global mode, or per-user ownership where a record is private until the owner shares it as Read or Write. | Server | Details for Ownership and sharing |
| Encrypted credentials | Stored connection passwords, destination secrets, source credentials and webhook secrets are encrypted at rest. | Server | Details for Encrypted credentials |
| Read-only by default | Saved queries accept read-only statements only. A job can write to a database only through a connection an administrator has enabled for writes. | Server | Details for Read-only by default |
| Webhook Sources | Receive signed webhooks from other systems, each source with its own HMAC secret. | Server | Details for Webhook Sources |
| System Health | A live view of whether the API is answering and how many of each record exist, and a test of every connection. | Server | Details for System Health |
| Your servers, your network | Paid modules check their license with the ExtensibilityCo License Server, and the app checks for new releases. Usage metrics are opt-in. | BrowserDesktopServer | Details for Your servers, your network |
Start free
Try the free tools in your browser.
Templates, mappings, transforms, validation and diff run on your device with no sign-in. Add a module when you need delivery, schedules, documents or databases.