This article explains how to refresh a connected table manually and how to change the frequency of automatic refreshes.
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Refresh a connected table manually
You may need to manually refresh a connected table when setting up a new connected table, testing a connection, and when a refresh is required between automated refreshes. If your table requires frequent refreshes, you should configure the connected table to refresh automatically instead.
To manually refresh the data, open a connected table and select Refresh Data on the page bar.
Permissions
The Refresh Data button only appears for roles that have the correct table permissions, otherwise only the date of the last successful refresh is shown. To grant these permissions, app admins can navigate to App Settings > Roles and check these Table Access permissions for the user's role:
- View All Records
- Modify All Records
- Add
- Delete
- Refresh Connected Data
Note: Roles with the App Access permission Edit app structure and permissions automatically have the Refresh Connected Data permission enabled for all connected tables in the app.
Refresh a connected table automatically
You can also refresh a connected table automatically, on a monthly, weekly, daily, or hourly basis. The scheduled time is based on the app's timezone settings, which are set in app properties.
When you create a connected table, you choose when and how to refresh data in the table on the Refresh options page. App admins and the connection owner can change the refresh options any time.
To set or change refresh options:
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Open your connected table and select Settings.
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Click the Connection, for example, QuickBooks connection.
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On the Details tab, locate Refresh options and then click Edit options.
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Set or adjust the refresh options and then click Done. To stop a connected table from refreshing according to a schedule, select Manual only.
Before you change the refresh options, make sure you understand the purpose of the connected table.