In the Coefficient platform, scheduling your imports is a powerful feature that guarantees your data is regularly updated from the source at specific times and dates. Whether you opt for the convenience of automated Scheduled Imports or prefer the flexibility of a Manual Import to refresh data on demand, Coefficient provides seamless options for tailored data management. No more flat data! 📊
Any Coefficient import can be scheduled to update automatically. There are 3 options for scheduling updates to your data:
Hourly: Refreshes your data on an hourly (1,2,4,8) cadence. (this is the most frequent)
Daily: Refreshes your data daily at a designated start time.
Weekly: You can schedule your data to update weekly (single/multiple days) at a specified time.
(Example: MWF at 8 am)
Each Sheet within a Coefficient import will have a "Refresh" button in the header. You can refresh data by clicking that button without needing to open up the Coefficient sidebar.
Every Coefficient import can also be refreshed manually from the Coefficient sidebar.
To refresh from the sidebar, hover over the desired import, click the three vertical dots that appear, and choose the "Refresh" option from the list.
Additionally, you can click on the import in the sidebar, and select the “Run” button located at the bottom.
Within the sidebar, you will also see the option to “↻ Refresh". When selected will allow you to “Refresh All Now” or “Set Refresh Schedule” for all the imports within this sheet.
“Refresh All Now” will refresh all the imports within this sheet all at once.
ℹ️ NOTE: If you have a lot of imports within your sheet or data-heavy imports this may take a while or you may get a time-out warning. It may be better to refresh the data-heavy/larger import(s) separately.
