Updating Data Fields

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

Last updated: July 8, 2022

Sometimes there are changes in your system. Is the field "Amount" now called "Value"? Or do the dropdown 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.

StackOverflow - Integration Data Source Settings

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

  1. Go to Data management > Data sources and open the data source settings.
  2. Select or deselect the checkboxes in the section Fields.
  3. Click Save in the bottom-right corner.

If you go back and view the registrations, you will see that only the selected fields (marked blue 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 the Import more data button in the data source settings.

  1. Go to Data management > Data sources and open the data source settings.
  2. Click the Update fields button in the section Fields. Plecto will refresh the page, and you will also see a success message at the top.
  3. 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 data import.
API data sources

If your data sources are connected through an API, 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.

Pipedrive - Technical Details - Integration Page

Was this article helpful?

Please leave a comment to help us improve.