How can I import updated information to CaFE from my accounting software?

Nori -

CaFE and your accounting software need to be “synced” so that CaFE can generate output data through the information in your accounting software. And this sync process can be controlled with the Integration menu and Auto Sync menu (Settings).

There are 3 keywords:

• Auto Sync
• Sync Now
• Import Histories

 

Auto Sync

CaFE has an auto-update function called, Auto Sync.
Once the Auto Sync is set up, CaFE synchronises itself with your accounting software information at a scheduled time once a day. You can turn Auto Sync on the Auto Sync page as below.

For Business Owners:

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For Advisers:

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If you see the following unlink mark in the Connected column, that means you need to connect to your accounting system once again as the connection was lost.

In this case, click the connect button and enter your ID and password of your accounting system to authenticate. Otherwise, CaFE won't be able to proceed with the Auto Sync process.

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Sync Now

As Auto Sync runs once a day, you need to sync CaFE whenever there is updated information in accounting software after Auto Sync ran. This sounds complicated but actually, it is easy; you just need to click the Sync Now button on the Integration page. 

You may want to specify the advanced sync options depending on your needs so that you can tell CaFE how data should be synchronised.

 

Import Histories

After the sync, you can check imported bank and forecast related transactions in the following screens (under the Integration menu).

  • Bank Import Transaction History
  • Forecast Import History

For more details about data synchronisation, refer to the Help page under the Integration menu.

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