How to filter and export financial transactions from Cater Allen automatically
This article will show you how to get a live data feed from Cater Allen.
- Go to https://www.cloudslurp.com and create an account.
- Search for 'Cater Allen' in the connector list on the left and hit the 'Connect button'
- Authorize Cloudslurp to connect to your Cater Allen account. This is secured by GoCardless.
Now you will see a list of tables, each table is a list of transactions for each account you have.
Schedule a Backup of Cater Allen Data
You can now set this to be backed up on a hourly, daily, weekly or monthly basis.
Embed real time Cater Allen Data in a Spreadsheet
You can also embed the live data in a Spreadsheet like Excel or Google sheets by clicking on the embed buttons.
Share Read-Only Access to Cater Allen Data with your Team
You can invite your team so they can access your Cater Allen data without needing your login credentials too. Simply invite them to a data board.
Get Started at https://www.cloudslurp.com