How to sync your data! from Rakefet Unlimited on Vimeo.

 

First make sure you have RakefetOnline Nexus installed on your Desktop.

  • Your Rakefet for Windows backups should be made into your designated Rakefet Backup folder.
    • We recommend that you have a folder on your Desktop labeled Hybrid with 3 subfolders:
      • Backup
      • Reports
      • Imports
    • Save your Rakefet for Windows backups in Backups.
    • Save your upload confirmation reports in Reports.
    • Save your downloaded import files in Import.


Once you have a saved current backup, open the RakefetOnline Nexus.

Follow these 3 Steps and related sub-steps in order:


Step 1: Login into Nexus

  • Enter your User Name (email).
  • Enter your Password.
  • Select your server.
  • Sign In.



Step 2: Login from Nexus to Upload to RakefetOnline-Hybrid

  • First, select your Synagogue.
  • Second, load your Rakefet backup from the designated Rakefet Backup folder by clicking the "Load Backup File" button.
  • Next, select the date since your last upload. (Or if you have modified older data, back date to catch these changes - or use the first of the year / fiscal year).
  • Then click the "Upload to RakefetOnline" button.
  • When loading is complete, you will receive a confirmation message.
  • After the confirmation message, save the supplied confirmation report in your designated Rakefet Backup folder as reference.
  • Following this you will also receive a confirmation email.



Step 3: Import from Nexus into Rakefet for Windows

  • Click on the "Down all RakefetOnline Payments" button.
  • Save import file into your designated folder for imports. (If you backdated your upload, check your import for recent transactions only).
  • When downloading and saving is complete, you will receive a confirmation message.
  • Close RakefetOnline Nexus.
  • Then open Rakefet for Windows and click on Special --> Import Financial Transactions.
  • Click on the "Select File" button and browse to find your Import folder.
  • Select the file with the most recent date and click the "Import" button. 
    • For example, RakefetOnlineTransactions_01052018_112720.csv
    • When import is complete, you will see a confirmation of imported records.