Overview
The Sync Tool in GATHER.nexus is used to synchronise data from the connected source system into the platform.
When an entity is first connected, the platform automatically imports up to three years of historical data by default. Users can also run additional refreshes or resyncs when historical data needs to be updated or extended.
How it Works
The Sync Tool retrieves data from the connected accounting system (e.g. Xero or QuickBooks) and updates it within GATHER.nexus.
Users can:
Refresh synced data for an entity
Resync historical data using a selected date range
Resync all available datasets for an entity
Sync individual datasets separately when required
This flexibility ensures users can control the level and scope of data synchronisation depending on reporting requirements.
Run a Standard Refresh
Steps
Go to the Company Dashboard
Select the required Entity
Click Refresh
The system will begin refreshing the synced data for the selected entity
Monitor Sync Status
Once the sync is running, the system will display a status update for the entity.
Common statuses include:
Not Started – No sync has been initiated
Syncing – Data is currently being imported
Complete – Sync has completed successfully
Failed – Sync did not complete and may require retry or review
Queued - Dataset is in queue for syncing
How to Run a Resync of Historical Data
How it Works
By default, the platform imports up to three years of historical data when an entity is connected.
If additional historical data is required, users can adjust the date range and run another refresh.
Steps
Go to the Company Dashboard
Select the required Entity
Click Refresh
Adjust the Date Range as required
Click Apply
Click Refresh
Three Ways to Resync Historical Data
How it Works
GATHER.nexus provides multiple ways to resynchronise data depending on what needs to be updated.
Option 1: Refresh from the Company Dashboard
Option 1: Refresh from the Company Dashboard
Steps
Navigate to the Company Dashboard
Select the required Entity
Click Refresh
Adjust the required Date Range
Run the Refresh
Option 2: Resync All Data
Option 2: Resync All Data
How it Works
This option re-imports all available datasets for the selected entity.
Steps
Locate the Sync Status column
Click the current sync status (for example, Synced or Not Started)
Select Resync All in the upper-right corner
The platform will begin re-importing all available datasets for the selected entity
Option 3: Sync a Specific Dataset
Option 3: Sync a Specific Dataset
How it Works
If only a specific dataset requires updating, users can sync individual datasets separately instead of running a full resync.
Available datasets may include:
Chart of Accounts
Journals
Customers
Vendors
Other available datasets
Steps
Open the sync options for the entity
Select the required dataset
Run the sync for the selected dataset only
Notes
Ensure the correct entity is selected before running a sync
Sync duration may vary depending on data volume
Avoid running multiple syncs simultaneously for the same dataset
If a sync fails, review the status message before retrying
Historical data is automatically imported up to three years by default
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.