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After the workspace is created and access is granted to the necessary users, you're ready to start a new collection!

Click on the New Data Collection button next to the chosen workspace in the Workspace List:

Or, click on the workspace name to open up that specific space, and there is a New Data Collection button there as well:

Create Data Collection

1. Method of Collection

1. • Secure URL: In some instances, such as with assessments, the client won't need to give direct access to their accounting system. When selecting this option, Crunchafi Data Extraction will generate a URL to copy and send to the client/target in order to gather the data.

   • Connect Directly: This method is possible if access has been granted to the client's accounting system(s).
     

2. Next

3. Most Recent Month plus previous Fiscal Years

   • Crunchafi Data Extraction defaults to the most current month, but a previous month can be selected.

   • Specify how many fiscal years, in addition to the current FY, to gather data from.

4. Preferred Basis of Accounting

   • Choose between Accrual or Cash.

     • Note: Crunchafi Data Extraction doesn't recommend using Cash unless QuickBooks is configured for it.

5. Additional Options

   • Anonymize customers and vendors

     • If anonymizing the customer and vendor data is needed, select this option.

   • Give user a copy of data collected

     • This option is only available when sending a secure URL to the client, but it allows the client to request a download link to a copy of the raw data reports that were shared with Crunchafi Data Extraction.

   • Allow user to upload additional documents

     • This option is also only available when sending a secure URL to the client. When connecting directly, the firm has access to all or most of the necessary files. The client won't need to upload anything additional.

     

6. Next

7. Select the accounting data to include in your collection

   • Choose to include or not include financial statements and/or transactions, especially if the company being connected to has a large collection of transaction data that may slow down the generation of workbook output.
     

8. Next

   • If the secure URL method was selected, Crunchafi Data Extraction will generate a link to share with the client.

   • If connecting directly was selected, a Crunchafi Data Extraction pop-up window will open to choose the accounting system to connect to.

   • For more specific details on connecting to each accounting system, please see the Connection articles.

9. Download Workbooks

1. • Once Crunchafi Data Extraction completes the collection of data, at the top of the page is a Refresh button to refresh the workspace.
   • Click on the date of the collection or the Excel icon to access and download the workbooks that were generated.