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    Creating a New Data Collection

    Users can collect data from clients' accounting systems easily via Crunchafi Data Extraction. 

    If you haven't already created a workspace for your project and granted access to the necessary users, see our Creating a New Workspace article before continuing. 

    Getting Started
    1. Click on the New Data Collection button under the Actions column for the relevant workspace from your Workspace list. 
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      OR

      Click on the workspace name from the list and click New Data Collection in the top-right corner.  
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    2. Confirm Connect to accounting system is selected and then click Next.
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    3. Choose your method of collection and then click Next:
      • Create connection link: If you do not have direct access to your client's accounting system, use this option to generate and share a secure URL to prompt them for data collection.
      • Connect directly: Use this option if you have login credentials for your client's accounting system.

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    1. Choose your data collection parameters (see below for more details) and click Next:2026-06-09_17-05-33

      • Select the date to collect data through: Defaults to the current date, but you can click on the arrow at the far-right of the field to choose a previous month, day, and year. Use this to specify the end of the period for your uploaded data.

      • Collection period: Defaults to collect the fiscal year to date plus 2 more fiscal years. Use the up/down arrows at the far-right of the field to change the number of additional fiscal years, or choose the Fiscal year to date only option, if applicable. 

      • Basis of accounting: Choose between Accrual (default) or Cash. For QuickBooks connections, we do not recommend using Cash unless you know QuickBooks is configured to support it. 

      • Anonymize customers and vendors: If you prefer to anonymize your customer and vendor data, select this option. 
      • Give user a copy of data collected (not analysis): Only available if sending a secure URL to your client for data collection. Select this option allows the client to request a download link to a copy of the reports that were shared with Data Extraction. 

      • Allow user to upload additional documents: Only available if sending a secure URL to your client for data collection. Selecting this option gives them the option to attach extra files (not limited to any specific file type).

    1. Confirm and/or update the types of data you want to include in your collection (i.e., Financial Statements, Transactions, Accounts Payable, and Accounts Receivable). All options are selected by default. 
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    TIP

    You can choose to include or not include financial statements and/or transactions, especially if the company you are connecting to has a large volume of data that may slow down workbook production.

     

    1. Click Next.
    Next Steps

    If you selected Create connection link in Step 3, Data Extraction generates a secure share URL and displays an expiration date. Click on the copy icon and send it to your client. 

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    If you selected Connect directly in Step 3, a window appears for you to choose the relevant accounting system and takes you to the login page. For more specific details on connecting using one of our supported system integrations, click on the option below.

    Click Refresh at the top of the workspace details page to see your new data collection.

    You can click on the spreadsheet icon to the far right of the collection row to download the workbooks that were generated by Data Extraction, or you can click on the hyperlinked date under the Created column to drill down into the details, including the workbooks and financial statements. 

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