If you're monitoring and optimizing your financial and accounting data in Wave, and want to hook it to Cascade, then here it is - a very easy and quick way to integrate and track metrics. Be it the cash flow, profit margin, EBIT, expenses, accounts payable and receivable, and so on, bring every metric to the relevant measures in Cascade. With this integration, you can ensure a seamless and automated workflow and eliminate the need to manually transfer data between Wave and Cascade.
Please note that the steps in this article provide a general guideline and please reach out to us for assistance if you are looking to connect Wave with Cascade and create an automated workflow.
Prerequisites:
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Cascade: An Enterprise+ account in Cascade.
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Wave: Obtain the necessary API credentials from your Wave account or administrator.
Custom integration with Wave:
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Obtain the necessary API credentials from your Wave account or administrator.
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Identify the specific data points in Wave that you would like to be integrated with Cascade.
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Understand how these data points map to the corresponding fields in Cascade.
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Identify and utilize the best way to retrieve or send data between the platforms while handling data mapping and transformation as needed. For example, APIs, data exports, webhooks, etc.
By leveraging Wave’s data export and retrieval methods, you can:
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Import invoice and payment data into Cascade.
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Sync Cascade with the project status updates from Wave.
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Aggregate key data and figures to be represented in your Cascade Metric library.
Our advanced integrations can supercharge your strategy by tying your technical ecosystem together directly into Cascade. This will eliminate the need for almost any duplication of effort and will keep your Cascade environment up to date with the most recent data no matter where you are tracking it.
Reach out to us anytime to start the conversation on how we can help leverage our API to integrate with your data.