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Zap Data Hub – Update historical data

Overnight processing updates Recent data (current and previous year). Historical data (older prior years) updates only with a Full refresh. Use a per‑company Full refresh when you need to update a single client

Understand overnight processing

Zap Data Hub treats the current and previous financial years as Recent:

  • These years update automatically during the nightly incremental process

  • Adjustments from your data sources (e.g., Xero, MYOB, QuickBooks) are captured

  • The Recent pipelines populate the Recent table, which includes only these two years

This ensures fast, efficient updates for currently active reporting periods.


What counts as historical data

Any client adjustments that fall into older prior years (e.g., 2023/2024 and earlier) are stored in the Historical table.

Characteristics of historical data:

  • Historical pipelines are set to Load Once

  • Data does not update during incremental overnight processing

  • Zap Data Hub does not automatically refresh older years unless manually triggered

This design reduces processing time and ensures efficient nightly updates.


Update historical data

1. Perform a Full Refresh

A Full Refresh is required to update historical data.
This forces Zap Data Hub to reload all pipelines, including Historical.

2. Run a Full Refresh for a single company (optional)

If only one client requires historical updates, you can run a per‑company Full Refresh instead of refreshing the entire model.

For instructions, see: ​How to process a single company in Zap Data Hub

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