{"id":21237,"date":"2026-08-13T08:26:47","date_gmt":"2026-08-13T13:26:47","guid":{"rendered":"https:\/\/upstreamreporting.app\/support\/?p=21237"},"modified":"2026-08-13T08:26:55","modified_gmt":"2026-08-13T13:26:55","slug":"connecting-upstream-to-quorum-oda-data-hub","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=21237","title":{"rendered":"Connecting Upstream+ to Quorum ODA Data Hub"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Upstream+ can connect directly to <strong>Quorum ODA Data Hub<\/strong> so an organization can retrieve its LOS accounting data without repeatedly exporting and uploading files manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Data Hub integration is configured separately for each Upstream+ organization. Once connected, authorized users can preview the latest ODA data and import new or changed records into Upstream+.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before You Begin<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You will need the organization&#8217;s Quorum ODA Data Hub connection information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hostname<\/strong><\/li>\n\n\n\n<li><strong>Database Name<\/strong><\/li>\n\n\n\n<li><strong>Username<\/strong><\/li>\n\n\n\n<li><strong>Password<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These should be credentials with the appropriate read access to the organization&#8217;s Quorum ODA Data Hub database.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you do not have these values, contact the organization&#8217;s Quorum\/ODA administrator or IT\/database administrator before continuing.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: Open the Organization in Upstream+<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Log into Upstream+ and make sure you are working inside the organization you want to connect.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Data Hub connection is organization-specific, so repeat these steps for each ODA client that needs to be connected.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Open LOS Settings<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to the organization&#8217;s <strong>LOS Settings<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Locate the section titled:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Connect directly to Quorum \/ ODA Data Hub?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The connection status will display as <strong>Not Connected<\/strong> if no working Data Hub connection has been configured.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Select Connect Data Hub<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Connect Data Hub<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Connection Details<\/strong> panel will open.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the following information:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Hostname<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the hostname or server address used to access the client&#8217;s Quorum ODA Data Hub database.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Database Name<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the exact database name for that ODA organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Username<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the username authorized to access the Data Hub database.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Password<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the password associated with that username.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The password is required when testing a new connection.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Choose the Sync Cadence<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Under <strong>Sync Cadence<\/strong>, select one of the following:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Manual Only<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Data is retrieved only when an authorized Upstream+ user manually initiates a preview or import.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is a good option when first configuring a customer or when the organization wants direct control over when its ODA data is retrieved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Daily<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The organization is configured for a daily synchronization cadence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this option when the customer&#8217;s Data Hub connection has been validated and regular synchronization is desired.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5: Test and Save the Connection<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Test and Save<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upstream+ will attempt a read-only connection to the client&#8217;s Quorum ODA Data Hub database using the information you entered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If successful, the connection will be saved for that organization and its status will change to <strong>Connected<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the connection fails, verify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hostname<\/li>\n\n\n\n<li>Database Name<\/li>\n\n\n\n<li>Username<\/li>\n\n\n\n<li>Password<\/li>\n\n\n\n<li>That the Data Hub database is accessible<\/li>\n\n\n\n<li>That the supplied user has permission to read the required ODA data<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Correct the information and click <strong>Test and Save<\/strong> again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do not move on to the synchronization steps until the connection displays as <strong>Connected<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 6: Open Sync Data<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After the connection is successful, click <strong>Sync Data<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two primary actions are available:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh Preview<\/strong><\/li>\n\n\n\n<li><strong>Append\/Import<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 7: Refresh the Data Preview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Refresh Preview<\/strong> before importing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upstream+ connects to the client&#8217;s ODA Data Hub and retrieves a preview of the available data and changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The preview allows you to inspect the information before committing it to the organization&#8217;s LOS data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the organization&#8217;s ODA configuration, the integration can retrieve information used for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Chart of Accounts<\/li>\n\n\n\n<li>Well information<\/li>\n\n\n\n<li>AFE information<\/li>\n\n\n\n<li>ODA LOS \/ General Ledger data<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The preview is informational. Loading a preview does <strong>not<\/strong> itself import the data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 8: Review the Preview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Review the Data Preview tables for the organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm that the expected ODA information is being returned.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the data does not look correct, do not import it yet. First confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You connected to the correct ODA database.<\/li>\n\n\n\n<li>The correct client organization is open in Upstream+.<\/li>\n\n\n\n<li>The ODA credentials have access to the expected data.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 9: Append\/Import the ODA Data<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When the preview looks correct, click <strong>Append\/Import<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upstream+ will queue the ODA Data Hub information through the existing LOS import process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The system handles the retrieval and import in the background and processes the applicable changes for the organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upstream+ uses the organization&#8217;s ODA configuration, including the ODA Main\/Sub account structure, when processing the incoming information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Happens on Future Syncs?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Data Hub integration is designed to retrieve and process new or changed information rather than requiring the entire database to be manually exported and uploaded every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After the initial connection and import, use <strong>Sync Data<\/strong> to retrieve subsequent ODA changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For organizations configured for daily synchronization, the saved connection supports the organization&#8217;s regular Data Hub synchronization process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Do I Still Need the Manual ODA Upload?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Data Hub integration is an <strong>optional enhancement<\/strong> to the existing ODA workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It does not remove Upstream+&#8217;s existing ODA template\/import capability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manual uploads can still be used when needed. The Data Hub connection provides a faster way to retrieve ODA information directly while preserving Upstream+&#8217;s existing LOS validation and import process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connecting Additional ODA Clients<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each ODA client must be connected within its own Upstream+ organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For every additional client:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open that client&#8217;s organization in Upstream+.<\/li>\n\n\n\n<li>Go to <strong>LOS Settings<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Connect Data Hub<\/strong>.<\/li>\n\n\n\n<li>Enter that client&#8217;s Hostname, Database Name, Username, and Password.<\/li>\n\n\n\n<li>Select the desired sync cadence.<\/li>\n\n\n\n<li>Click <strong>Test and Save<\/strong>.<\/li>\n\n\n\n<li>Confirm the status changes to <strong>Connected<\/strong>.<\/li>\n\n\n\n<li>Open <strong>Sync Data<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Refresh Preview<\/strong> and verify the returned information.<\/li>\n\n\n\n<li>Click <strong>Append\/Import<\/strong> when the preview is correct.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Do not reuse another client&#8217;s database information unless those organizations intentionally share the same Quorum ODA database and credentials.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Authentication Failed<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Verify the hostname, database name, username, and password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also verify that the account has permission to access the ODA Data Hub database.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sync Data Is Disabled<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The organization does not currently have a validated connection.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Connect Data Hub<\/strong> and successfully complete <strong>Test and Save<\/strong> first.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Preview Does Not Show Expected Data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm that you are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the correct Upstream+ organization.<\/li>\n\n\n\n<li>Connected to the correct ODA database.<\/li>\n\n\n\n<li>Using credentials with access to the expected client data.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Refresh the preview again after correcting the connection.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I Changed the Connection Information<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Manage Connection<\/strong>, update the appropriate values, and run <strong>Test and Save<\/strong> again before performing another synchronization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I Need to Remove the Connection<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Manage Connection<\/strong> and choose <strong>Delete credential<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This removes the organization&#8217;s saved Data Hub credential. A new connection must be tested and saved before Data Hub synchronization can be used again.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Preview first, import second.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whenever a new ODA client is connected, verify the returned Data Hub information with <strong>Refresh Preview<\/strong> before performing the first <strong>Append\/Import<\/strong>.<\/p>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-stacked daexthefu-alignment-center\"\r\n\t\t\t\tdata-post-id=\"21237\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<div class=\"daexthefu-buttons-container\">\r\n\t\t\t\t\t\t<div class=\"daexthefu-buttons\">\r\n\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-yes 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The Data Hub integration is [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[75],"tags":[55,79],"class_list":["post-21237","post","type-post","status-publish","format-standard","hentry","category-features","tag-import","tag-quorum-oda"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21237"}],"version-history":[{"count":1,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21237\/revisions"}],"predecessor-version":[{"id":21238,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21237\/revisions\/21238"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21237"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}