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Zap Data Hub – Import newly added companies into HandiLedger

Select new companies in your data source and run a process so their data imports into HandiLedger overnight

Why newly added companies may not import

After signing in to your data source and adding new companies, they may not automatically appear in Zap Data Hub. To ensure they are included in the next overnight automated processing, you must update your Company Selections and reprocess the model.

How to ensure new companies are imported into HandiLedger

Follow these steps to make sure new companies are included in processing:

1. Open the Access Accountant Solution

  1. Switch to Designer view by clicking the ellipsis folder icon.

  2. Under Resource Explorer, expand Public.

  3. Expand Access Accountant Solution.

  4. Double‑click Access Accountant Solution to open it.

2. Update your company selections

  1. Expand Data sources.

  2. Select your data source (e.g., Xero, MYOB).

  3. Open the Company selections tab.

  4. Tick all companies you want Zap Data Hub to process.

  5. Click the Save icon at the top of the screen.

    • Tip: An orange circle on the tab indicates there are unsaved changes.

3. Process the updated companies

  1. Return to the Access Accountant Solution tab.

  2. In the right‑hand panel, select Process model.

  3. Ensure Publish changes is ticked.

  4. Under Data source companies, click the red cross to remove All if you want to specify particular companies.

  5. Add the companies you want to refresh.

    • Leave All selected if you want to process everything.

  6. Under Process type, select Full refresh.

  7. Click Process to refresh your data.

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