Updating Data Fields

A guide on how to update the fields in your integration data sources.

Last updated: Nov. 24, 2021

Sometimes there are changes in your system. Is the field "Amount" now called "Value"? Or do the drop-down lists have more choices than before? To ensure that any changes in your system are also visible in Plecto, we recommend you update the data fields in your integration data sources.

integration-data-source-settings.png

You can easily add, remove, and update fields in your integration data sources.

  • Open your data source settings in Data management > Data sources.
  • Select or deselect the checkboxes in the section "Fields."
  • Click "Save" in the bottom-right corner.

If you go back and view the registrations, you will see that only the selected fields (marked as checked) are visible in the data source. If some fields are empty, you have to import more data manually. To run a manual import, click on the "Import more data" button in the data source settings.

  • Open your data source settings in Data management > Data sources.
  • Click on the "Update fields" button in the section "Fields." Plecto will refresh the page, and you will also see a success message at the top.
  • If necessary, you can now add or remove fields from your data source. If you make any changes in the "Fields" section, remember to click "Save" and run a manual import by clicking the "Import more data" button.

Note: If your data sources are connected through an API or SQL, you need to contact our support team, and they will run a manual import for you.

Does your integration support custom fields? Visit our integration pages to see the technical information such as the update frequency, custom field support, and more.

integration page technical details Pipedrive

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