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Data Groups Overview

Written by CashCloud Team

Data Groups allow you to import data from a number of different external sources to help automate your workflows. CashCloud meets you where you are, allowing you to connect and import payments from any ERP or accounting system through our robust integration framework.

Creating Data Groups

  1. From the Data Groups page, choose Create Data Group to get started.

  2. Choose a name for your Data Group and decide on a frequency for data import. Select a time frequency (minutes, hours, days, weekly) and a number value to determine how often your data will be imported.

    • For daily and weekly imports, you can choose an import time within your preferred time zone.

    • For example, if you want data imported daily, you would select “Days” as the time frequency and enter “1” as the “import frequency.”

Add a Data Source

After creating your Data Group, you must add the external Data Source that you wish to import.

  1. Select the Data Group you wish to edit from the Data Groups dashboard.

  2. Enter a Data Source Name (e.g. Netsuite Accounting)

  3. Choose your desired Integration from the available integrations:

    1. CashCloud currently supports integrations from multiple ERPs like QuickBooks, Xero, NetSuite, Dynamics 365 Business Central, Aderant, Amazon S3, and Epicor.

    2. You will be redirected to your chosen integration’s page to complete the setup

  4. You may also upload data from Flat Files and Databases.

    1. To use a Flat File:

      1. Select Standard or Custom File and choose the Column Separator from the dropdown menu. For Custom Files, you may also edit your file’s structure.

      2. Then, input the proper Data Location Information.

        1. For a Remote Server, input the File Address, Site Address, Port, Username, and Password.

        2. For a Manual Upload, click on "Upload Test File" and select the test file (CSV, XLS, XLSX or TXT) from your device. Once the file has been uploaded, configure the "Column mapping" so CashCloud can read the payments correctly. Every time you want to perform a manual import, make sure to select a file with the same format as the test file used previously.

      3. Once you have adjusted your settings and linked your file, select the Create Data Source button

    2. To connect a Database:

      1. Select the SQL Dialect from the dropdown menu

      2. Input the Host, Port, Username, Password, and Database name

      3. Enter the SQL Query to execute

      4. Once you have adjusted your settings, select the Create Data Source button

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