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Data Refresh

Overview

Several industries require frequent updates to their customer's data. The dual action from both parties for this purpose is time-consuming. Data Refresh is a product that enables clients to trigger subsequent uploads for customers without their direct intervention. This streamlines the data collection process.

 

Compatibility

For an engagement to be compatible with Data Refresh, they must comply with the 2 conditions below:

  • SME Contact for the engagement must have accepted the EULA.
  • The initial upload was completed using one of the supported online accounting packages: NetSuite, Sage Intacct, MYOB, Sage Business, QuickBooks Online, or Xero

Data Refresh can be accessed from the Settings menu. On the engagement dashboard, click Menu > Settings. dat1.PNG

 

Once in Settings, click Modules > Data Refresh to open the Data Refresh Dashboard.

From the new Data Refresh Dashboard, Clients see ONLY the customers who are compatible with Data Refresh. This is a shortcut in the journey to the customers’ data.

dat2.PNG

 

 

 

Engagement details view and tools

For clarity and improved user experience, the Data Refresh Dashboard displays and enables filtering by:

  • Search Engagements
  • Contact Person
  • Engagement Owner
  • Accounting Package
  • Last upload from
  • Last upload to
  • Data Refresh Status

dat3.PNG

 

Using Data Refresh

From the unfiltered view or the result of their search, Clients can select ALL/multiple or one engagement, and click REFRESH DATA NOW to trigger the upload process.

From there, NO ACTION is required from the customer, and the upload process will take the same amount of time as it would if it was performed by the customers themselves.

dat4.png

 

Please note that the Data Refresh Dashboard selection automatically excludes:

  • Engagements where the Data Refresh daily cap was reached (One Data Refresh per day per engagement)
  • Engagements where Data Refresh status is inactive (Customer has not accepted the new EULA or has not entered their credentials since Data Refresh was implemented).

This will limit the number of failures in the Data Refresh upload process and helps clients take action accordingly.

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