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. The green Sync & Refresh buttons that you see in QuotaPath will not automatically pull in new fields. Sync & Refresh re-runs the current connection. To pick up new fields, properties, or columns, refresh the source from Manage Source as described below.
You must follow the steps below to reset data in order to pull in new fields, properties, or columns from your data source. This process works for connected data sources on the Integrations page, including spreadsheets.
Managing a source is an admin-only action.
How to Pull New Fields Into QuotaPath from Your Data Source
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.
This is the same destination as the Go to Refresh Data action on a source-data-change warning. It 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 progress and completion 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.