If you run multiple accounts, you can transfer data from one account to the next using the Data Flow feature. This allows you to manage the core accounting functionality of a single account and only transfer over data you’ve reconciled or otherwise confirmed no errors exist.
Please note that since this is initially designed for treasurers who have multiple accounts and frequently use the same vendors across multiple accounts, the data that is transferred over will not include contributions.
We set up the transfer link and transfer rules for you. The request for Data Flow setup needs to be authorized by the database owner or a super admin.
Transfer rules options are whether to include Transactions with from date, Transaction Type, and Financial Accounts and whether to include Third Party Donations. Not including Transactions will transfer over Entity record data. Please note that Data Flow only transfers newly added Entity records and does not transfer data updates in already transferred records.
After we set up the original link and transfer rules on our end, you can set the transfer to run automatically or trigger the transfer right there on the spot. This will be found in the Consultant Tools menu in the bottom right corner of your screen.
If you choose the Automatic Transfer option, click the slider to toggle it on or off. The transfer happens overnight each night.
If you prefer to perform the data transfer on your schedule, click the Transfer Now button to make that happen immediately.