> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/navigating-the-excel-add-in/core-functions-of-the-drivepoint-add-in/sync-to-drivepoint.md).

# Sync to Drivepoint

Click "Sync to Web App" in the Add-In to inform Drivepoint of your Excel changes.

{% hint style="info" %}
**We recommend to sync to Drivepoint after your working session in any given Plan is done for the day**. See the examples below with concise use cases. 
{% endhint %}

### Example 01: Fundamental Business Changes

*See a video walk-through of the use case* [*here*](https://www.loom.com/share/d2a2861bd1e0476d805dd175e4d7e2ac?sid=c2517154-1a96-4b1a-8485-51107d62c6d4)*.* 

You just raised money and added every detail to the SmartModel™. In order for the team to immediately see all of the changes in the main Plans table and Visualize feature, you should sync the SmartModel™ to push the changes to the cloud so that the Web App knows about the category changes you made. After the sync is complete, the main plans table shows the future cash investment so my co-founders can immediately see the impact on EoP cash by the end of 2027. 

### Example 02: Last Minute Accounting Changes

You accidentally mapped Facebook Ads as Direct Advertising Spend: Marketplace. It should be mapped to Direct Advertising Spend: DTC. You re-map the expense in the Drivepoint Add-In (see mapping QBO) and re-import the data. Now, you want to export the updated P\&L report from the Web-App. You sync the model. After your sync is complete, the P\&L Report now shows Facebook Ad Spend in the Direct Advertising DTC bucket. 

### Example 03: Rapid Scenario Planning

You want to figure out which of the three loan providers is the best option given the company's long term goals. You branch off three different plans, one for each loan provider, and play around with the numbers extensively. Once you feel good about your work, you sync them to Drivepoint. Once the sync is complete, you can select the three plans from the Web-App to compare them across key metrics or visualization feature to get a better understanding of their impact on the business. 


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.drivepoint.io/navigating-the-excel-add-in/core-functions-of-the-drivepoint-add-in/sync-to-drivepoint.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.