You can create Data Groups in CashCloud to import data from external sources and schedule your imports at time intervals that can range from minutes to weekly. Once a Data Group has been created, you have the option to further customize and configure it.
Manage Your Data Groups
To manage an existing Data Group, select the desired group from the Data Groups dashboard. Then, you can see the active Data Sources, Column Mapping, Data Group Settings, and Advanced Filters.
Data Sources
Use the table to view the Name, Source Type, Sync Status, and Created at date.
If the Sync Status does not say Valid in green, please relink your data.
To edit a source, select the purple pencil icon.
To delete a source, select the purple delete icon.
To add a new data source, select the New Integration button from the top right of the screen
Column Mapping
Column Mapping allows you to direct data from your data source to destination columns within CashCloud. This allows you to see your data in customizable views, compare data, or exclude data from processing. Note: To set up payment column mapping, please make sure you have added a valid data source to the selected Data Group and linked an active Bank Account.
Under Payment Column Mapping Configuration, select whether or not the data group will have multiple associated bank accounts
Next, use the Payments Column Mapping section to set up the column mapping for each data source to be used in the payment file
Select the Data Source from the dropdown menu. Only Data Sources that have been added to the Data Group will be available
Select the Column you would like to pull data from
Select the Section you would like the Column to map onto Note: You can add as many or as few columns as you wish. To delete a column, select the purple trash icon.
Finally, set up the details mapping for each data source and related to each payment mapping from Details Column Mapping.
Select the Data Source from the dropdown menu. Only Data Sources that have been added to the Data Group will be available
Select the Column you would like to pull data from
Select the Section you would like the Column to map onto Note: You can add as many or as few columns as you wish. To delete a column, select the purple trash icon.
Data Group Settings
In this section, you can update the settings for your Data Group, such as the Import Frequency. If your data source is a flat file, you’ll also be able to choose how batches should be created when multiple files are imported. You can select from:
By bank account: CashCloud groups all payments into a single batch per bank account, regardless of how many files were imported.
By flat file and by bank account: CashCloud creates a separate batch for each flat file. If a file contains payments from multiple bank accounts, the system will also separate those into individual batches by bank account.
⚠️ Warning: If the Automatic Import Settings reads “Inactive”, please make sure to configure the Column Mapping and associate the Data Group to a Bank Account.
Viewing Data Group Logs
At the bottom of the Settings page, you’ll find a table showing your Data Group Logs.
These logs help you track imports, errors, and processing activity. To filter logs by date, click Filter By and enter the date range you want to view.
Advanced Filters
This section allows you to create filters to map the columns and details of the data source.Column Mapping Filters
To create a column filter, collapse the Column Mapping Filters section and click Add Filter.
A new Filter Configuration will appear. You can now add a data Field, Operator, Value, Action, and New Field.
To save your filter, select the purple Save Filter button. To delete an existing filter, select the Delete Filter button.
Details Mapping Filters
To create a details filter, collapse the Details Mapping Filters section and click Add Filter.
A new Filter Configuration will appear. You can now add a data Field, Operator, Value, Action, and New Field.
To save your filter, select the purple Save Filter button. To delete an existing filter, select the Delete Filter button. To delete an entire Data Group, navigate to the Data Groups dashboard, select View for the desired group, and click the Delete button that appears.