Automating query refreshes

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[Update: December 2020] Users will no longer need to individually share each sheet with the Castodia service account as described in the video. Users will instead be required to authenticate with their Google Account only once and this will automatically enable auto-refresh for any sheet. Please refer to the Getting Started guide for a step-by-step guide on how to Authenticate with Google to allow Enable the auto-refresh feature.

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Setting auto-refreshes is a simple way of updating your query without manual input and constant monitoring. Our scheduler allows you to set automatic entries from as often as every minute to once a year.

To use this feature, follow the steps below:

1. Click the launch button of the Castodia Database Connector to access the add-on
2. Go to the schedule tab
3. Choose a particular query you'd like to automate and the sheet to run it in
4. Choose the option to either repeat the data on a daily, weekly, monthly or yearly basis
5. Set it once or on iterations of minutes and hours
6. Decide on the time frame to auto-refresh the data - Note: The timezone automatically changes based on your IP
7. Decide whether you'd like to append or overwrite your query
8. Click "schedule" once you're happy with your inputs
9. Share the sheet with the email provided - make sure the "edit" option is selected

And that's it! Check-in once in a while to watch your data entries update. If there are any issues, please reach out to us.

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