Knowledge base

Why isn't my data being automatically imported?

When you link an account we start syncing it automatically. Sometimes, the credentials you use to log in change and we're unable to sync your account causing gaps in your reports.

When that happens, we'll email you so you can log into your account and update the credentials which will resume syncing and fill in any gaps we can.

Any user with the Admin role can enable auto import by visiting Account Settings → Linked Accounts and checking the Auto Import checkbox.

Note: If you're on the free plan, auto import requires that the Data Pool option is checked in your Profile

If you are still having issues, Get in Touch.