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Syncing new integration fields

Learn how to sync new fields from your integration source

Updated over 3 weeks ago

If you add new fields to your integration source after it was initially connected, you will need to refresh the integration in order to make those fields available in your workspace to reference in mappings, calculated fields, or rate formulas.

This also includes adding new columns to Google Sheets or Microsoft Excel files.

How to refresh integration

To refresh your integration source, go to the Integrations page, and click 'Manage':

On the integration details page, click the 'Manage Source' tab:

Scroll down and click the 'Refresh' button on the Refresh Data Source card:

After refreshing the integration, please track the sync status as normal on the integration card to know when the refresh is complete:

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