How often is data imported? When is data synched?

Table of Contents

Automatic sync (daily sync) Manual sync (instant sync) How to change the import period for your data sync

Automatic sync (daily sync)

Data from the accounting system, including budget data, is imported automatically at 7am.

By default, ScaleXP only re-imports accounting data going back 6 months.

However it is super easy to change this at any time.

You can also import data manually.

Just go to Load Data (top bar) >Connections (left sidebar). Select the three dots in your accounting connection.

Then select Configure.

Go to Section 6: “Daily sync imports data for the last” and select the timeframe of your choice.

Make your selection and Save your changes.

You can import data up to 48 months in the past.
To reduce load times for regular use, we suggest keeping a shorter timeframe in settings, and changing as and when required.