Depending on how often you update your reports or check your financials, you'll need to update the source data in Cube with a similar frequency. This ensures you have the most accurate picture of your business performance.
From the Integrations page in your Workspace, you can run an import, see the status of imports in progress, or cancel imports.
You can also choose to schedule source system data imports or import data from a flat file (CSV or TXT file).
Sync dimensions and import data to Cube
1. Begin source system import
Navigate to the Integrations page from within your Workspace.
Click the Import Data icon next to the connection you’d like to update to open the import settings menu.
2. Sync your dimensions
If prompted, click the Sync button at the top of your import drawer to re-authorize your connection. Cube will reconnect to your source system and check for new or updated source system dimensions that contain data.
If you have mapping rules enabled for this connection, Cube will map source dimensions in accordance with these. If no mapping rules are set and new dimensions are found, Cube will let you know that the dimensions need to be mapped before you can import.
You can review the mapping rules for this connection at the bottom of the import drawer.
When Cube is ready to accept data, you'll see a green notice that the sync was successful or an import menu without a sync prompt.
3. Make selections
Select the Date Range, Scenario, and Defaults for your import.
Scenario
Most of the time, you'll select your Actuals scenario dimension to import your source system data. This scenario is write-protected, so your actuals data isn't overwritten while your team publishes to Cube, though Admin user types can still publish.
If you want to import your source system data into another Scenario dimension, first ensure that it has actuals write protection applied. Then, it will show in this list, and you can select it here when you import.
Defaults
Defaults instruct Cube how to handle values that don’t have all dimensions specified for the full cross-section during an import.
For example, if a value is imported for the Travel Expenses Account for the Sales Department of the GCO US Entity for March 2024, but the Product and Market dimensions aren’t specified in the source data, Cube will set them to your defaults: Product - Other and Market - Other.
The defaults set here will typically be used for all imports from this connection, so we'll save them for your next import.
4. Complete import
Click the import data button, and you’re all set! You’ll receive an email when your import is complete (time varies based on the amount of data uploaded).
Tip: Want to set your imports to occur regularly? Learn how to schedule your imports.
Review or cancel running imports
Keep an eye on any imports in progress from the integrations page in your Workspace.
See elapsed time
Monitor your imports and know exactly how long they've been running by hovering your mouse over the importing data icon.
Cancel running imports
Stay in control of your imports by canceling any in-progress imports using the cancel button.