How to combine data from multiple connectors

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Pentreath Cold Chain · How to combine data from multiple connectors

Customer asked how to combine data from finance and CRM connectors in a dashboard. Connor Webb provided step-by-step guidance on using the dashboard builder. Issue resolved.

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As at Fri 9 Oct 2026

Customer asked how to combine data from finance and CRM connectors in a dashboard. Connor Webb provided step-by-step guidance on using the dashboard builder. Issue resolved.

Problem: Dan Hosken wanted to pull contract and order data from multiple connectors into a single custom report. Handling: Connor Webb explained how to use the dashboard builder to add components from both systems and suggested using a common key like client ID for filtering. Outcome: The customer understood the approach and confirmed they had solved the issue.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)618

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created · Dan Hosken 17 Sep 2025 13:10
I'm trying to set up a custom report that pulls together contract information and recent orders from our finance system. I've connected the finance connector, but I'm not sure how to combine the data on a dashboard. What's the best approach?
Public reply · Connor Webb 17 Sep 2025 23:28
Good question, Dan. You can use the dashboard builder to add components from different connectors. Start by creating a new dashboard and adding a table component. You'll be able to select fields from both your CRM and the finance system. Cheers, Connor
Public reply · Connor Webb 19 Sep 2025 10:23
If you run into any issues with field matching, just let me know. Also, if you need to filter data across the two systems, you might want to check whether there's a common key you can use, like client ID. Cheers, Connor
Public reply · Dan Hosken 19 Sep 2025 12:49
That helps. I think I've got it now. I was overthinking it. Thanks, Connor.
Status change · Connor Webb 22 Sep 2025 15:32
Status change · 26 Sep 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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