Introduction
If your subscription is for an Enterprise plan or Professional 5 plan then Bi4Cloud automatically refreshes data to the BI Cloud servers. This is done after 2am everyday so that the data for your BI reports is ready for you at the start of each day. It's also required so that automatically scheduled emailed reports contain the up-to-date information.
If your subscription is for Lite or Professional 1-4 then you will need to queue an manual refresh.
When you run a cloud accounting file (MYOB AccountRight Live, Xero or QuickBooks Online) we connect directly to your cloud file. See below how to Refresh data for Cloud files.
When running the BI Connector to connect to a local data file - Click Here
Manual Refresh
BI Admin users will see a panel like the one below after logging into my.bi4cloud.com
Click on the Refresh icon (Green Arrows)
Are we done yet?
Getting impatient? If you press it again before it's done or someone else makes a refresh request before it's done then a dialog will display indicating it's already in progress.
Simple (Incremental) v Full Data Refresh
When your file is first connected it syncs 3 years of data ( 2 previous financial year + current FY).
After the first sync we just pick up new or changed transactions, we call this a Simple or Incremental Data Refresh.
This is much faster however can occasionally get unstuck. The cause can be imports of data or bulk edits of data or sometimes an add, update or delete is missed. In these cases you will need to contact support on the SUPPORT link in Bi4Cloud Admin page and our engineeers may then need to perform a data recover sync.
Prior to June 2022 we would recommend a FULL sync to recover data. This is no longer advised because it can take a long time and on some platforms will create an excess data usage charge
So please do not execute a FULL sync of your data file.
read above Egress charges here BI4Cloud Subscription Prices