Comment on page
By default, you need to manually refresh the Data Source whenever you want a data sync to happen.
If you are simply wanting to pull the latest data for an existing historical month (up to and including the Last actual date), you can trigger a refresh via the Data preview inside a model, or via the Data Page.
After selecting the refresh interval (daily, weekly, or monthly) you can set the day and time when you want the refresh to happen. We will make a best effort attempt to refresh at your chosen time, but the refresh can be slightly delayed due to server load and other factors.
Please note that some data sources only pull data for completed months, even if they are refreshed daily or weekly (e.g. Quickbooks, Xero, Netsuite).
Causal shows a full history of your data source refreshes. This means you're able to see a list of all previous refreshes, as well as: any new data items, categories, or category items, within each sync.