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

CaFE has an auto-update function called, Auto Sync.
Once Auto Sync 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.

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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 in 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.

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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