Ledger Data Extract Workflow
The Ledger Data Extract workflow is used when you want to automate how the platform retrieves ledger data for reconciliation. Instead of manually exporting transactions or balances from your ledger, this workflow lets you create a repeatable, reliable process that:
Generates a ledger extract automatically,
Saves it in File Vault, and
Makes it available for reconciliation runs.
Steps to create the workflow
Create the workflow: Go to Workflows > Automations and select + New automation. Give it a name, such as Ledger Data Extract, and add a brief description.
Add a trigger node: Add a trigger to define how the workflow starts. You can choose an internal event (for automated runs) or a webhook (to trigger it externally). Configure the trigger details and save.
Add the Ledger Data Extract node to pull data from your ledger. Enter the dataset, time range, and output format, then save the configuration.
(Optional) Add a notification node: You can include a notification step to alert your team (for example, through Slack or email) when the extract is completed.
Publish the workflow: Review the setup and activate the workflow.
Viewing the results
When the workflow runs, the generated ledger extract file appears in File Vault under the Statement tab. You can view, download, or verify the file and its metadata, such as dataset, time range, and creation date.
Last updated