To find out how to sync data, see How to activate an immediate data sync. 

How to Reduce Your Data Sync Time 

One way to reduce data sync time is to set ScaleXP to import only 1-2 months of data.

This impacts every sync.

Just be sure to change this back if you make changes to prior periods of any kind.

Other things to consider are:

• can you reduce the time period being viewed in your report?
• have you synced multiple times recently? This can hit data limits, for example on Xero APIs
• are you on the best available internet connection and computer processor?
• is it a peak time in the network?

How to reduce the amount of historical months being synced

By default, ScaleXP imports the last 6 months of accounting data. You can adjust this window to anything from 3 months to 48 months depending on your reporting needs.

To change this setting:

Go to Load Data in the top menu.

In the left sidebar, select Connections.

Find your accounting system connection and click the three dots (•••) menu.

Choose Configure.

Scroll to Section 6: “Daily sync imports data for the last …”

Select your preferred timeframe (3, 6, 12, 24, or 48 months).

Click Save.

Start on Load Data, three dots:

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.

Tip: For faster syncs, stick to the shortest timeframe you need. If you only require current-year data, set the sync window to 12 months or less. Use longer timeframes only when reviewing revised historical data.