If you've added new fields, properties, or columns to your data source and want to use them in your QuotaPath mappings, calculated fields, or rate formulas, follow the steps below.
QuotaPath does not automatically ingest newly created fields or properties or columns from your data source with each regular sync. You must use Reset Data as described below.
If you are planning to sync multiple new fields, it is best practice to create the batch of new source fields first (in your data source), then run one Reset rather than resetting after every field.
Managing a source is an admin-only action.
Use Reset Data, not Sync and Refresh
The green Sync & Refresh buttons update values in fields QuotaPath already knows. It refreshes the data in the currency schema. It does not add newly created CRM properties, Salesforce fields, or spreadsheet tabs to mapping pickers.
To pick up new fields, properties, or columns, refresh the source from Manage Source tab using Reset Data as described below. This process works for connected data sources on the Integrations page, including spreadsheets.
How to Pull New Fields Into QuotaPath from Your Data Source
Quick Steps (details below)
Go to Integrations page
Click "Manage" on your connection card
Click on the Manage Source tab
Scroll down. Click Reset Data.
Step 1: Navigate to your data source
Open Integrations in the Data group of the left-hand navigation (it is not under Settings). You can also use the sync status button in the header — it shows whether sources are Succeeded, Running, or Failed. Find the data source you want to update and click Manage (not the Sync & Refresh button).
Step 2: Reset Data
On the source page, open the Manage Source tab, scroll down, and click Reset Data. Confirm the warning that the refresh can take a few hours, and do not navigate away until you receive the green success message at the top of your screen.
Stay on the page until the green success message appears, then watch Sync History. After the sync finishes, wait 5–10 minutes and search the mapping field list again in your component mapping. In Source Data, a new column can sit under Hidden Columns until you pin it.
The Manage Source tab is the same destination as the Go to Refresh Data action on a source-data-change warning.
When the sync finishes, your new field(s) should be available to map to. If you don't immediately see the field available in the mapping module, try again in 5-10 minutes. There is a short lag at times.
If Reset Data doesn't work
If Reset Data in the UI still does not surface the field, the same control can be triggered from QuotaPath’s side, so reach out to [email protected] and let us know what fields are you missing, and that you have already tried to Reset Data.
Note for Google Sheets users
You may also need to re-authenticate before new tabs appear, if the reset data option doesn't work, try to re-authenticate.
Note for Pipedrive and Close.io users
If you're using Pipedrive or Close.io, new custom fields may appear in QP with a long random string of characters as the field name rather than the clean front-end label you'd see in your CRM. If that happens, we can update how the field name appears in QuotaPath. Just reach out to your CSM, AM, or our support team and they'll take care of it.