Refresh Data

Use Refresh Data to reload the contents of a sandbox-based Data Sheet from its source file in Data Sandbox.

Steps to refresh a Data Sheet

  1. Open Data Sheets

    • Navigate to Data Center > My Connectors > Data Sheets > Data Sheet List

  2. Select a sandbox-based Data Sheet

    • Locate the Data Sheet that was created from a Data Sandbox file from the Data Sheet list.

  3. Start refresh

    • Click the Refresh Data icon for the selected Data Sheet.

    • Result: A notification appears confirming the data refresh has started.

  4. Monitor progress

    • Click the Notifications (bell) icon on the top bar.

    • In Last 3 Unread notifications, click the refresh job entry to open details.

  5. Review outcome

    • The Notifications page opens, showing whether the data loaded successfully into the selected Data Sheet (or any error details if the refresh failed).

Notes & Tips:

  • The Refresh Data action is available only for Data Sheets backed by Data Sandbox sources.

  • If the source is an Excel (.xlsx) with multiple sheets, the refresh uses the sheet configured when the Data Sheet was created.

  • Refresh runs asynchronously; use Notifications to verify completion.

  • If the source file was replaced/updated in Data Sandbox, run Refresh Data to sync the changes into the Data Sheet.

  • Keep the Data Sheet and source file column structures aligned to avoid mapping errors during refresh.

Troubleshooting

  • Refresh icon not visible/disabled: Confirm the Data Sheet is sandbox-based and you have refresh permissions.

  • Refresh completes with errors:

    • Check that the source file still exists and is accessible.

    • Verify the sheet name/structure hasn’t changed.

    • Reopen the Data Sheet after resolving issues and try again.

  • No apparent changes after refresh: Ensure you refreshed the correct Data Sheet and that the source file actually contains new/updated data.

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