IN THIS ARTICLE

The Translucent Platform connects to all your accounting data sources and consolidates the data ready to be used.

CONTENTS

Manage entities and connections

You can manage all your data sources and connections from the connect icon in the left toolbar.

Manage entities and connections.png

Add new entity

  1. Add a new entity using the Connect entity button
  2. Choose the entity you want to connect to Translucent
  3. You will then be redirected to Xero to approve

Connect entity 2.png

Refresh data

The data will sync once daily. If you would like the data to update, you can force sync by clicking the 3 dots next to the entity.

Delete an entity

If you want to remove an entity, you can do this by clicking the 3 dots next to the entity you want to remove and select Delete entity.

<aside> 🚨 Warning: You will loose all the data from that entity

</aside>

Connection status