Automatically sync reference data files
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17 comments
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Similar to this?
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We do have a paid feature called Dynamic Reference data, which gives you the ability to update your Reference Data with information entered in a previous Submission. To Nathan's point, it relies on SQL for those updates, so I think you can hook it into other things as well.
This is a feature that is currently available through our Professional Services team. They’ll be able to give you a quote specific to your needs and configuration, but here are some general guidelines:
- Professional Plan and above only
- Monthly costs (including maintenance and hosting) are typically around $250
This is currently through Professional Services but is definitely something we're exploring incorporating into the core of the product. Thanks for the feedback!
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Yes, direct API integration into SQL (dynamic reference data) is definitely possible. Getting your IT Security and legal departments to agree to it, next to impossible.
However, we have done a few things recently with GC Professional Services (and the company agreed) to allow GC to host some of our data on their servers.
All things are possible. You just need to talk to the right people.
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So far the way it worked for me is using c# visual studio to upload the csv document with the information we need to the web service for gocanvas for the reference data, basically we upload the list of all our employees daily that way we have our list of employees, employee number branch and all the information update it.
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Agreed, for companies that are scaling quickly, the ability to seamlessly update reference data within a Google Sheet without the need to constantly upload a CSV file is critical to both onboarding and offboarding users.
Additionally, when using workflow along with reference data, we need the ability to temporarily reassign specific reference data users for a set period of time. When someone is on vacation, sick or out of the office for any other reason, we need the ability to reassign that user for a specific period of time that would have an expiration date attached to it. If someone is going on vacation for a week, that user should have the ability to either reassign their responsibility for a set period of time or allow someone administratively to update the temporary reassignment.
The new "Reassignment" feature is going in the right direction, however it is not possible for users like us that utilize both "Workflow" and "Reference Data", in that instance the "Reassignment" feature is disabled.
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