> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/integrations/integrations/cash/configure-cash-imports.md).

# Configure Cash imports

Use the import settings to decide which data **Cash** sends into **OutSmart**.

The automatic sync runs every **15 minutes**.

You can also start a manual sync from the settings page.

{% hint style="warning" %}
Cash is the leading system for customer and article data.

A manual sync can overwrite changes made in OutSmart.
{% endhint %}

{% hint style="warning" %}
A manual sync retrieves all records from Cash.

Use full manual syncs only when needed.
{% endhint %}

### What you can import

#### Relations

Import customers from Cash into the OutSmart CRM.

A relation imports only when it:

* is marked as a customer in Cash
* is not blocked
* has a name, address, postal code, and city

Delivery addresses are imported too.

#### Materials

Import articles from Cash as materials.

Cash article types **A**, **M**, **E**, and **S** become materials in OutSmart.

#### Hour types

Import article type **K** from Cash as hour types.

Materials and hour types use one shared import operation.

If you enable either option, OutSmart retrieves both together.

#### Warehouses

Import warehouse locations from Cash into OutSmart.

#### Employees

Import employees from Cash into OutSmart.

Employees are imported only during a **manual sync**.

They are not part of the automatic 15-minute sync.

{% stepper %}
{% step %}

### Open the Cash settings

Go to **Settings → Software integrations**.

Open **Cash**.
{% endstep %}

{% step %}

### Choose the administration

Select the correct **Administration** in the import section.
{% endstep %}

{% step %}

### Turn on the imports you need

Select **Relations**, **Materials**, **Hour types**, **Warehouses**, or **Employees**.
{% endstep %}

{% step %}

### Save the setup

Click **Save**.

Your import settings are then stored.
{% endstep %}

{% step %}

### Run a manual import when needed

Click the sync icon next to one import option to run that import.

Click **Sync all** to run all enabled imports together.
{% endstep %}
{% endstepper %}

### Before you run a manual import

Check these points first:

* customer and article data is maintained in **Cash**
* employees need a manual sync to appear
* enabling **Materials** or **Hour types** imports both together

### Frequently asked questions

<details>

<summary>Why are some Cash customers not imported?</summary>

Cash filters relations during import.

A relation must be marked as a customer, not be blocked, and have complete name and address data.

Check the log after the sync for the exact filtered counts and causes.

</details>

<details>

<summary>Why are employees not imported automatically?</summary>

Employee import runs only during a manual sync.

Use the sync action on the settings page to import them.

</details>

<details>

<summary>Do materials and hour types import separately?</summary>

No.

OutSmart retrieves them in one shared operation.

The Cash article type decides whether each record becomes a material or an hour type.

</details>

<details>

<summary>Will manual sync overwrite changes in OutSmart?</summary>

Yes.

Manage customer and article changes in Cash.

</details>

### Related topics

* [**Cash**](/integrations/integrations/cash.md)
* [**Set up Cash**](/integrations/integrations/cash/set-up-cash.md)
* [**Configure Cash exports**](/integrations/integrations/cash/configure-cash-exports.md)


---

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