Datarails Connect leverages the advanced capabilities of Microsoft Azure Cloud to deliver high-speed data updates directly to your Excel environment. This integration ensures that you have access to the most current and relevant data from your organization's systems, including ERP, CRM, HRIS, and more. In this article, we'll delve into the data synchronization process and provide recommendations to optimize your data retrieval experience.

Data Synchronization Process

Every night, Datarails automatically synchronizes data between its cloud infrastructure and your organization's systems. This synchronization process ensures that the data residing in the Datarails Cloud remains aligned with the latest information from your organizational databases.

It's important to note that even after the data is stored in the Datarails cloud, it will not appear in your Excel until you refresh it to pull the updated data from the cloud.

Refreshing your Excel data

The Datarails Connect Add-In retrieves data directly from the Datarails Cloud. This approach enables you to access real-time and synchronized data seamlessly within your Excel workbooks. Whenever you wish to update your Excel spreadsheet with the latest data pulled from your system onto the Datarails Cloud, you should click on the refresh button, which will ensure that all data is up-to-date.

The Importance of the Refresh Button

To ensure that your Excel workbook consistently reflects the most up-to-date data, we strongly recommend using the Refresh button each time you open Excel. By clicking the Refresh button, you initiate a synchronization process that updates your Excel data with the latest information from the Datarails Cloud.

Manual Sync for Exceptional Cases

In some rare instances, you may be aware or suspect that there are new entries in your organization's systems that have not yet been synchronized with Datarails. In such cases, it is advisable to perform a manual synchronization for the specific system or data source in question.

It's important to note that the duration of this manual synchronization can vary significantly, depending on the volume of data you have selected to retrieve during the integration process. Be prepared for potential delays if you are dealing with a substantial amount of data.

Conclusion

Regularly using the Refresh button upon opening Excel is a best practice to guarantee up-to-date data. In exceptional cases where you suspect data discrepancies, performing a manual synchronization is recommended, though it may involve longer processing times for extensive data sets.
By following these guidelines, you can make the most of Datarails Connect's data synchronization capabilities and maintain data accuracy in your Excel environment.

Updated February 13, 2024 14:24