CashCloud allows you to import data from external sources, and schedule your imports at time intervals that can rangefrom minutes to weekly. To get started with Data Groups, navigate to Settings, select the Data Groups subgroup, and click Integrations.
Create a Data Group
Select the purple Create Data Group button on the top right side of the page.
Assign a Data Group Name
Choose a Time Import Frequency. First, select whether you would like to measure your imports by Minutes, Hours, Days, or Weekly. Then, input a numeric import frequency (how often you would like the data to import).
If you select Days as your time frequency, you may also select the hour that you receive your data import
If you select Weekly as your time frequency, you may select the days of the week and specific hour you would like to receive your data import.
Click the purple Create Data Group button at the bottom right of the screen
Add a Data Source
After creating your Data Group, you must add the external Data Source that you wish to import.
Select the Data Group you wish to edit from the Data Groups dashboard.
Enter a Data Source Name (e.g. Netsuite Accounting)
Choose your desired Integration from the available integrations:
CashCloud currently supports integrations from QuickBooks, Xero, NetSuite, Dynamics 365 Business Central, and Slack
You will be redirected to your chosen integration’s page to complete the setup
You may also upload data from Flat Files and Databases.
To use a Flat File:
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.
Then, input the proper Data Location Information.
For a Remote Server, input the File Address, Site Address, Port, Username, and Password.
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.
Once you have adjusted your settings and linked your file, select the Create Data Source button
To connect a Database:
Select the SQL Dialect from the dropdown menu
Input the Host, Port, Username, Password, and Database name
Enter the SQL Query to execute
Once you have adjusted your settings, select the Create Data Source button
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 This section allows you to edit the settings for your Data Group. If the Automatic Import Settings reads “Inactive”, please make sure to configure the Column Mapping and associate the Data Group to a Bank Account. You can also view all Data Group Logs in the table at the bottom of the Settings page. To filter results by date, select the Filter By button and input your desired time frame.
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 Filterbutton. 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.