Refresh and Import Settings

Information for Clarity is fed from Colleague through the Direct Connect Client

The settings defined under Refresh and Import Settings dictate which information to extract and load from Colleague. The settings that can be configured include:

  • Import All Accounts (ALL Records)
  • Import All Accounts Include Patterns
  • Fiscal Years to Refresh
  • Invert Sign on Display

 

Where Can I Find This?

Locate the Refresh and Import Settings on the General tab under Admin > Settings.