CashCloud

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.

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

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


Next, you’ll need to add a data source. Select “New Integrations” from the Data Source tab and then choose your preferred Data Source. Currently, CashCloud supports Flat Files, Databases, and six direct integrations as data sources. Follow the instructions to finalize the integration. 

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

3. Next, you’ll need to add a data source. Select “New Integrations” from the Data Source tab and then choose your preferred Data Source. Currently, CashCloud supports Flat Files, Databases, and six direct integrations as data sources. Follow the instructions to finalize the integration. 


Creating Data Groups