Refreshing the database

Last updated About 1 month ago

Sometimes, updating your report requires fetching the latest data from your integrations in addition to a regular report refresh. To ensure your report reflects the most current information, you can perform a manual data refresh.

How to fetch the latest data from database

Step 1. Log in to BI Book as a user with Admin rights.

Step 2. Navigate to Management tab from left side bar and choose the Integrations tab

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb2NEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--be2b1b1a2daef942b9aefb01fa29c177c81ee78c/Refresh%20data%201%20marked.png

Step 3. Under the integration click the three dots icon. Then select Refresh Data for the integration connected to BI Book, such as Pipedrive in the example below.

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb2dEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--ed3d34ec6696e405e4a8d88add0ccc5145ad8f1a/refresh%20data%202%20marked.png

Step 4. A pop-up window will appear, offering you options to select: Full refresh, Normal refresh, or Refresh for last two months.

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb2tEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--025c89f2bed09616a92fc07fe467c1c918f97664/Refresh%20data%203%20.png

Data refresh options

  • Full refresh: This option will update all data across the entire historical timeline. Use this if you have made changes to data spanning multiple years in the past

  • Normal refresh: This option will refresh data from today back to the beginning of last year, ensuring recent data up to the current day is updated.

  • Refresh for last two months: This option updates only the data from the past two months, providing the most recent information within that period.

Step 5. Choose the desired refresh option and click on it.

Once the refresh process has started, you will see status updates under the connector.

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb3NEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--340022fa194535aec4c99b888a3ff0f9d3a4d03b/Data%20refresh%204%20progress.png

  • Data Refreshing (yellow/orange): Indicates that the refresh is still in progress.

  • Data refresh finished (green): Means the refresh has been completed.

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb3dEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--98a57164c274893420f32cd59ecb12b09909560d/data%20refresh%20finished.png

Remember: Refresh your browser to see if the status has changed from "in progress" to "completed".