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