Data Management

A redesigned Query Builder is coming to Catalyst — rebuilt from the ground up with an AI-powered SQL Generator, a new report library, and deeper collaboration tools. This article covers everything in the new experience. Coming Soon Query Builder — New Experience ...

Query Builder is Catalyst's data extraction tool — letting you sort, filter, aggregate, and export large datasets without writing code. Whether you need transaction-level detail for audits, custom data extracts for analysis, or exports too large for standard Cube files, this article walks you thr...

If your Microsoft Integration Runtime (IR) is offline, disconnected, or unresponsive, it can disrupt scheduled data refreshes, job executions, and Smartload uploads. This guide walks you through how to restart or re-register your IR so data can continue flowing between your system and Catalyst. W...

To make sure your team receives Catalyst system notifications and integration alerts without delay, set up a distribution list (DL) using your organization’s email system (typically Microsoft 365). A distribution list acts as a shared address (e.g., catalystalerts@yourcompany.com) that automatica...

Server changes, upgrades, or migrations are common occurrences in today's dynamic business environment. However, these transitions can significantly impact the daily flow of data that EBM ingests from your source systems and ERPs. As your trusted partner in ensuring seamless data integration an...

If you're experiencing connection issues with the your data feed from your ERP to Catalyst on Azure Blob Storage SFTP and have received a warning about a changed host key, follow the steps below to address the problem. This page contains the following topics:  Description of the possible iss...

Refreshing Catalyst after making a change or loading data After a file is uploaded or you've made changes (e.g. updating Hierarchies), you'll often want to refresh Catalyst so you can work with the new data or changes. To do so, go to the System Status page under the Administration tab. On the s...

This Guide is specifically designed to provide insights to clients who are leveraging automated integrations, enabling seamless synchronization of their Enterprise Resource Planning (ERP) system with Catalyst. If your organization employs nightly data extractions to maintain this synchronization,...