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 source data page in your Web portal, 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).
Resync and import data to Cube
1. Begin source system import
Navigate to the Source Data page from within your Web portal.
Click the Import Dataicon next to the connection you’d like to update to open the import settings menu.
2. Resync your connection
If prompted, click the Resync button at the top of your import drawer to re-authorize your connection. Cube will reconnect to your source system and let you know if any new dimensions need to be mapped before you can import.
When Cube is ready to accept data, you'll see a green notice that the resync was successful or an import menu without a resync 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.
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
Cube may find new dimensions created in your source system during your import. Setting defaults tells Cube how to handle those new dimensions. For most connections, unless the new dimension is an Account dimension, the import can continue to run by mapping to the default selections. You can re-map the dimensions later if you wish.
If a new Account dimension is found during an import on a connection that isn't Salesforce, the import will stop and you'll receive an email with a list of new Account dimensions that need to be mapped before restarting the import.
Typically, set defaults will be used for all imports for 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 source data page in your web portal.
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.