Managing Existing Tables
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Editing an Existing Table
You can edit an existing table, updating the data file or changing to a different file as necessary. Note that once the data file is uploaded to the table, t...
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Deleting a Custom Table
To delete a custom table:In the table, click Delete in the upper-right corner of the window.The Delete… confirmation overlay opens.Figure 1 - Example of the...
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Downloading a Custom Table
1: OverviewYou can download a custom table to an .xlsx file. If the table is larger than 50000 cells (records * fields), a CSV file will be returned instead ...
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Uploading Data to the Table
In the event you wish to refresh or change the data in the table, this can only be achieved by re-uploading the data file. The procedure is the same as when ...
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Editing the Schema of a Custom Table
You may make updates to the schema, for example changing data type of a field, set a field as key, or update some other settings on the fields, without uploa...
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Automation through Importing from an FTP Server
To ensure a custom data table always has the most recent data, you can set up an automated workflow. Here one system, for example a CRM system, periodically ...
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Table settings for Custom Data tables
You can access the settings for each custom data table. These settings allow you to edit and view important information.OwnershipIf the table is user owned (...