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Symon.AI Help Center

Refreshing data

You can update your data by importing new or revised third-party connectors and flat files like CSV, FWF, and Excel.

Ensure that your file re-upload contains the same configuration as the old file. Each cell in the new data source that you're uploading overwrite the cells from the older data-set and can only be done if the type is the same.

Note

Extra configurations that you applied before are re-applied during refreshes. For example, pre-process, row filter, or columns to update.

Refreshing connector data

  1. From the Data tab, click on the data source that you want to refresh.

  2. Click the Options menu.png  menu.

  3. Click Refresh data.

    For third-party connectors, follow the prompts to refresh your data.

Refreshing flat file data

  1. From the Data tab, click on the data source that you want to refresh.

  2. Click the Options menu.png menu.

  3. Click Refresh data.

    Note

    Any file re-uploads must contain the same configuration as the original file. For example, the number of columns and column types must be the same, and the order of the columns. The upload won't fail, but the values and the results will be inconsistent.

After you click upload, file upload opens up.