Data source refresh: The Warm Up Refresh option

If you purchased our Warm Up Refresh Power-Up, you have the ability to set a daily time for all of your data sources to refresh. This means when your team members log in they're ready to go, with access to recently refreshed data.

To set the warm up time:

  1. Click your Account Name (located at the bottom of the left navigation sidebar) and select Account > Settings > General.

If you don’t see the above option, click the button in the left navigation sidebar and select Settings.

  1. At Warm Up Refresh, click Edit.
  2. Select the checkbox beside Set Warm Up Refresh time.
  3. At Daily Refresh Time, choose when you want your daily data source refresh to begin.
  4. Click Save.

You can also access Warm Up Refresh settings from your Data Sources list page by clicking Data Sources in the left navigation sidebar, and then clicking the Edit button beside Warm Up Refresh.

If you don't currently have access to the Warm Up Refresh option and want to learn more, click your Name > Account > and either Buy Now or Plan to see upgrade options.

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