To connect a data source, navigate to Data Sources on your left-side menu.
Select the data source you'd like to connect and Activate.
This will take you through that app's authentication process. After authenticating, you will land on the data schedule page.
Most apps refresh each night, but some applications, like QuickBooks and Xero, are a bit more nuanced.
A data schedule is the definition of when Malartu pulls new data from your connected data source.
For accounting data like QuickBooks and Xero, you can adjust these schedules to refresh months of data automatically when your books close.
For example, set QuickBooks Online to pull 45 days of data on the 15th of every month, since you know your books are closed on the 10th of every month.
Setting Your Data Schedule
As an example, to set your schedule to repull 45 days of data on the 15th of each month, click 'Data Schedule' from the data source page:
Change your increment to "Monthly by clicking on "Daily" and change it to "Monthly"
Now set how many days you'd like to repull and on which day of the month.
After you have set your schedule, click "Save"
And that's it! Now your data will refresh in the increment you've set.
To Manually Update Data
Sometimes you make a change in your data source and want to see that change reflected in your boards.
Click Manual Repull and select the number of days (from today) you'd like to repull.
Click "Or pick by dates" and select the date range you'd like to refresh.
Pro Tip: This feature is especially useful when you make a correction in your books that may have occurred in the distant past. This way, you can just refresh a select few days and not have to wait hours for 4 years of data to refresh.