Schedules & live sync
Three ways a sync starts: you click Sync now, a schedule fires, or the workbook changes and live sync reacts.
Manual
Sync now runs immediately and shows the result in the view — counts of rows added, updated, skipped, and flagged, with a per-row report when something needs your attention. Available on every plan.
Scheduled
Set a mapping to sync every 15 minutes, hour, or day (fastest interval depends on your plan). Schedules run server-side — nobody needs the board open. A scheduled run that finds nothing changed finishes instantly and is logged as skipped, so schedules are cheap to leave on.
Live sync (workbook changes)
On paid plans, the app subscribes to change notifications from OneDrive/SharePoint. When someone edits the workbook, an Excel → board sync picks the changes up — or for board → Excel mappings with source wins, the external edit is reverted to match the board.
What runs when
| Trigger | Board → Excel | Excel → board |
|---|---|---|
| Sync now | Full/incremental push | Import changed rows |
| Schedule | Push if the board changed | Import if the workbook changed |
| Workbook edited | Revert foreign edits (source wins) | Import changed rows |
Run history & alerts
- The view keeps a bounded run log per mapping: trigger, result, counts, duration, and per-row report lines.
- If a mapping fails twice in a row, or its connection dies (re-authentication needed), the mapping's creator gets a monday notification — once per failure streak, not once per failure.
- A successful run clears the streak.