What belongs in Data Hub
Use Data Hub for bank accounts, connections, files, file requests, third-party apps, and credentials.
Use Data Hub for source data: accounts, connections, uploaded files, file requests, third-party app requests, and credentials. If the work is about a transaction explanation, use Transactions instead.
Banking & Credit Cards
Review bank and card account status here.
Connections
Use this area to connect, link, or reconnect accounts.
Files vs. File Requests
Files are general uploads; File Requests are specific asks from Uplinq.
Third-Party Apps and Credentials
Use these only when Uplinq creates a secure request.
What Data Hub is for
Data Hub is where Uplinq organizes the source material needed to keep your books complete. It helps your team see what has been connected, uploaded, requested, or still needs attention.
Depending on your account, Data Hub may include tabs such as:
- Banking & Credit Cards;
- Connections;
- Files;
- File Requests;
- Third-Party Apps;
- Credentials.
Some customers may see a slightly different tab set based on their setup.
Which tab to use
| If you need to... | Start here |
|---|---|
| Review bank or credit card account status | Banking & Credit Cards |
| Connect or reconnect a bank account | Connections |
| Upload a document that Uplinq did not specifically request | Files |
| Respond to a document request from Uplinq | File Requests |
| Complete a request for another business tool | Third-Party Apps |
| Complete a secure credential request | Credentials |
File Requests vs. Files
Use File Requests when Uplinq asked for a specific document. A file request gives the document type, status, and context.
Use Files when you are uploading or reviewing documents generally. If you are not sure where a document belongs, use the request if one exists.
Connections vs. Credentials
Use Connections for bank or card connection work.
Use Credentials only when Uplinq has created a credential request for you. Do not send passwords or MFA codes in a normal message.
If you use more than one company
Check the company context before uploading a document or completing a request. A document for one company should not be uploaded under another company unless your Uplinq team tells you to.