Edit an existing sync

Use the existing sync's configuration when you need to adjust a report. Each sync has its own settings, even when several syncs belong to the same spreadsheet.

#Update the configuration

1. Open the spreadsheet and select Hopted → Spreadsheet syncs.
2. Find the sync for the intended tab and open its overview.
3. Select Edit. Update the account selection, fields, filters or schedule as needed.
4. Continue to the overview. Check the complete configuration, especially the selected accounts and report options.
5. Select Confirm changes.

#Check the updated sheet

Open the destination tab after saving and allow the refresh to complete. Adding or removing fields changes what Hopted imports; changes to sources, grouping or filters can also change which rows are present.

If Hopted shows a warning about changing the report's structure, read it before continuing. Preserve any information you need from the existing sheet before making a major change.

#Update more than one sync

Repeat the edit-and-confirm process for every sync that needs the change. Saving one sync does not update all tabs in a spreadsheet.

To keep the original report while trying a different configuration, duplicate the sync into a new sheet. To understand a missing column or row, see Missing rows or unexpected values.