Custom Field Auto Synchronization
In Version 6.2.4, Custom Field Autosync has been introduced to support synchronization of fields with a Dataset. This functionality allows the updating of Custom Field values based on Dataset information, whenever the Dataset is updated.
This article describes how to:
Prerequisites:
1. Create a Dataset to Define Required Fields

- Data Source may created from any Object; example is a CSV file updated manually
- An Element name field must be defined on input to contain the Metric Insights elements needing update
- Remaining Columns must have the exact same name as your Custom Fields (case sensitive)
- (optional) Snapshot Dataset? can be set to "Yes" in order to record all updates in the Dataset Viewer
- Be sure to validate all input rows to ensure that the names used for each Column exactly match the Element Name and all Custom Field valid values. For more information: Adding Custom Fields
[Update Data]
2. Setup Autosync
2.1. Admin > Reference Objects > Custom Fields > Autosync tab
Select [+Custom Field Autosync] to Create new Autosync
2.2. Input Required Columns/Fields based on Dataset in Step 1

- Name of this Autosync element
- Select the Dataset & View that was created in Step 1
- Based on newly created Dataset, select if your Elements were identified by Name or External ID
- Choose the Element Name/ID from Dataset columns drop-down
- Using [+Add] match the Dataset Columns values to corresponding Custom Field values as defined in the drop-downs