Running Conversions

Running a Conversion

How to upload a Cyncly file, generate your QuickBooks file, and download it.

Run a conversion

  1. 1Open your pipeline (or use the Run tab).
  2. 2Upload your Cyncly Design Flex export. KitchenAPI reads the file and shows you the source data.
  3. 3Review the Transform step to confirm the field mapping looks right. For a new pipeline, a starting template is already loaded.
  4. 4Choose Generate. KitchenAPI builds your QuickBooks file.
  5. 5Your file downloads automatically when it's ready — an IIF file for QuickBooks Desktop, or a CSV for QuickBooks Online.

Reading the result

After a conversion, KitchenAPI shows a summary:

  • A preview of the output rows.
  • Row provenance — how many line items came in versus how many rows went out, so you can confirm everything carried through.
  • Warnings, if any — for example, a field that couldn't be matched. Warnings don't stop your file from generating; they point you to anything worth reviewing.

If something looks off

Blank columns usually mean a target field isn't mapped to the right source field. Open the Transform step and adjust the mapping (see Working with Templates), then run the conversion again.

Note: Both admins and members can run conversions. Only admins can change the pipeline setup.