CharityTracker + Querri
Querri reads the cases, households, assistance, assessments, outcomes and referrals in your CharityTracker or Oasis Insight network, along with the lookup tables that turn IDs into names. Ask in plain language and get totals by agency, county, category or funding source.
Querri only reads from CharityTracker and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Assistance records carry IDs for category, unit and funding source, so a raw export needs several lookups before it means anything. Querri brings over those lookup tables too and can send the finished breakdown to your board or funders on a schedule.
Reports & automationHouseholds, cases, agencies and counties arrive as separate records linked by IDs, so a network-wide count means joining them first. Querri does that join and keeps the breakdown on a dashboard that updates with each sync.
DashboardsOutcome goals, case steps and statuses sit in separate tables, and what counts as "met" differs by program. Write that definition down once in Facts & rules, and every answer about outcomes uses it.
Facts & rulesWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
After the first load, each scheduled sync brings in only rows that are new or changed since the last one.
Querri reads from CharityTracker and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect CharityTracker" or pick it from the connector catalog.
Enter your network's subdomain (for example the "safetynet" in safetynet.charitytracker.net) and your External API Key in the secure form. SimonSolutions issues that key to a network admin, and the Connector Agent never sees it.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Ask the Connector Agent to connect CharityTracker, then enter your network subdomain and External API Key in the secure form. The key comes from SimonSolutions and is issued to a network admin. The agent never sees it.
Cases, households, assistances, assessments with their values, outcome goals, outcome cases and steps, and referral requests, plus case details, phone numbers, income and expenses. Lookup tables such as agencies, agents, counties, categories, units and funding sources come over too, so IDs resolve to names.
Cases, households, assistances, assessments, outcome cases and referral requests can sync incrementally, bringing only records changed since the last run. Lookup tables and detail records such as case details reload in full each time. You set the schedule.
Yes. Oasis Insight and CharityTracker share the same API. Enter your full Oasis Insight host, such as yournetwork.oasisinsight.net, in the network field instead of just the subdomain, and Querri reads it the same way.
No. Querri only reads from CharityTracker. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect CharityTracker, add the rest of your systems, and get answers your whole team can check.
