How changes made in ERP impact your Cube

If you recently added a new account to your ERP, it will need to be mapped to your Cube dimension. Here's how to ensure that your Cube remains up to date.

If you've changed an account in your ERP, it won't impact Cube, but you can always edit the Dimension name in Cube.

Creating a new account in your ERP

New accounts created in your ERP will need to be mapped to Cube or may be auto-mapped to your default selections if you are using scheduled imports. Follow the steps below to ensure data from your new accounts is correctly flowing to Cube.

Manual imports

Step 1: Resyncing your connection

1. Navigate to the Source Data page.
2. Click on Import Data for the connection you desire to import.
3. Click on Resync in the yellow banner.
4. Wait for the resync to complete.

Step 2: Mapping new accounts

1. Once the resync is complete, click on Map.
2. Click on Filter and then hide mapped to show only unmapped accounts.
3. Map and add a new account dimension by clicking on + sign. 

Scheduled imports

If a new account is found when importing data to Cube during a scheduled import, it will be mapped automatically to the default dimensions selected when setting up the scheduled import.

Follow these steps to check where dimensions are mapped to or remap them. 

Renaming Account

Renaming an account in your ERP won't affect your Cube. You can either leave the name as it is in Cube or change it to match the one in the ERP by editing the dimension. 

How to Edit the Dimension

1. Navigate to the Dimension page.
2. Click on the dimension or the edit icon to the right
3. Modify the name

Have more questions? Reach out to our Support team via chat!