🔁Plan Sync

Learn about Plan Sync and common troubleshooting tips.

⚙️ How Plan Sync Works

We sync your plan every time we detect a change. You can also sync yourself by clicking the triple dot and clicking on sync.

Drivepoint Plan Sync validates every Excel plan during ingestion to ensure your model structure matches Drivepoint’s schema. The process includes:

  1. SharePoint → Drivepoint: Your workbook is synced from your SharePoint drive using Microsoft Graph.

  2. Validation Checks: We verify required tabs, data layout, and company matching.

  3. Data Warehouse Upload: Once validated, the file is processed and loaded into your connected BigQuery dataset.

  4. Sync Result: Success or error messages are logged and surfaced in the Plan Info panel.

If validation fails, Drivepoint provides:

  • A short hover message directly on the plan.

  • An expanded Plan Info explanation with detailed fix steps via the tripledot.

🪄 Tips for Successful Plan Syncs

✅ Before syncing:

  • Close all open Excel sessions for that file.

  • Make sure your plan includes all required tabs.

  • Verify the Company name on the Settings tab matches your Drivepoint org.

🚀 If you see repeated sync failures:

  1. Click the ⋮ (triple-dot) next to the plan name.

  2. Select Plan Info for error details.

  3. Follow the suggested fix steps.

  4. If needed, message Drivepoint Customer Success with the timestamp, plan name, and file link.

Last updated