Sync Settings
InstaCharts offers a range of synchronization settings to ensure seamless integration with other platforms and efficient workflow management. These settings enable users to connect their charts to external data sources, automate updates, and collaborate effectively with team members.
To sync a spreadsheet from an outside datasource, check out our Import from Google Sheets guide
Sync Settings Dialog
These options are only available on a sheet that is connected to an outside data source.
The Sync Settings dialog can be found on the sheet menu, under Sync Settings.
Use this dialog to resynchronize your data to the original document.
Settings
Toggle “Keep InstaCharts column names” to on if you don’t want the sync to overwrite column names that may have changed within InstaCharts.
Manual Sync
Click “Sync Now” to perform a manual sync.
It may take a few minutes for the new data from the data source to populate.
Users with a free InstaCharts account can perform 5 manual syncs a day. Manual Syncs are unlimited with a paid account.
Sync Schedule
Syncing is not done automatically. This is to allow for edits and data transformations within InstaCharts.
If you have a paid InstaCharts account, you can set up a sync schedule to check the original document for changes.
Intervals for Sync Schedule
| Interval Name | Timespan | Notes |
|---|---|---|
| None | This is the default setting | |
| Hourly | Check original document once an hour | checks 60 minutes since the last sync |
| Daily | Check original document once a day | checks 24 hours since the last sync |
| Weekly | Check original document once a week | checks 7 days since the last sync |
| Monthly | Check original document once a month | checks 1 month since the last sync |