Configure Cash imports

Choose which data OutSmart imports from Cash and understand how each import behaves.

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.

Cash is the leading system for customer and article data.

A manual sync can overwrite changes made in OutSmart.

A manual sync retrieves all records from Cash.

Use full manual syncs only when needed.

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.

1

Open the Cash settings

Go to Settings → Software integrations.

Open Cash.

2

Choose the administration

Select the correct Administration in the import section.

3

Turn on the imports you need

Select Relations, Materials, Hour types, Warehouses, or Employees.

4

Save the setup

Click Save.

Your import settings are then stored.

5

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.

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

Why are some Cash customers not imported?

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.

Why are employees not imported automatically?

Employee import runs only during a manual sync.

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

Do materials and hour types import separately?

No.

OutSmart retrieves them in one shared operation.

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

Will manual sync overwrite changes in OutSmart?

Yes.

Manage customer and article changes in Cash.

Related topics

• Cash
• Set up Cash
• Configure Cash exports