Refreshing data

Manual refresh (default)

By default, you need to manually refresh the Data Source whenever you want a data sync to happen. You can do this via the Data Page, or via the Data tab inside a model.
We wanted to give this refresh power to the user (so that you can decide if and when you want to bring in new data - e.g. after month is closed).
You can refresh a data source if you own it or if you have edit permission for a model it has been used in (see Sharing models).
Note that if you refresh a Data Source, it will refresh the values wherever that Data Source is referenced.

In the Data Page

Here you can refresh individual data sources, or you can 'Refresh all' at once.

In a model

Automatic refresh

If, however, you do want to set up auto-refresh for a data source, you can do so by heading to the Data Page, and opening the Data Source. At the top right you will see the option to set up auto-refresh.
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).

Data sync history

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.