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. This process works for all data sources on the Integrations tab, including spreadsheets.

The green Sync and Refresh buttons that you see in QuotaPath will not automatically pull in new fields, so follow these steps to refresh your integration and pull in new fields or columns.

Step 1: Navigate to your data source

Go to the Integrations tab or the Data Sources Synced button found top right of your header of your workspace, then find the data source you want to update and click Manage (not the Sync & Refresh button).

Step 2: Reset the data schema

Once on the Integrations tab, scroll down to Manage Source and click the Reset Data button. This kicks off a full schema refresh, which detects and pulls in any new fields, properties, or columns from your data source that weren't previously in your QuotaPath data. Once you've done this you can track the progress and completion of the Sync on the Sync History tab.

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.

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.