a year ago
Custom Day Auto Sync 🗓️
What’s new?
You can now schedule your datasets to automatically sync on any day of the month, providing more flexibility to align with your financial processes and giving you greater control over your data synchronization!
Key Benefits
- Greater Flexibility. You now have the freedom to set your data syncs on the exact day that works best for your team's schedule, especially around financial closing.
- Streamlined Workflows. Automate your data refreshes to occur precisely when you need them, reducing manual work and ensuring you're always working with the latest information.
- Improved Accuracy. By syncing data on your schedule, you can ensure reports and analyses are based on the most up-to-date figures, leading to more reliable insights.
How It Works
- Navigate to the dataset you wish to schedule and open the Scheduler.
- Click the ‘+’ button to create a new auto sync schedule. Select the Month tab.
- In the ‘Sync on’ menu, choose Custom day. Previously, this was limited to the 1st, 15th, or last day of the month.
- Enter the desired day of the month, and click Continue to save.
For more information about auto syncing your data, visit the Abacum Academy.