First confirm the correct data exists in SiteSurvey and has synced to the web portal. Excel can only pull the current data available from that connected project.
- 01
Confirm the source project
Check the workbook is connected to the intended SiteSurvey workspace and project.
- 02
Check SiteSurvey data
Open the project in the web portal and confirm the expected space, product or data point is present.
- 03
Check field selection
Make sure the missing data type is included in the add-on’s selected fields.
- 04
Save and refresh
Save the workbook, then use the add-on to pull the current SiteSurvey data again.
- 05
Correct the source if needed
Make changes in SiteSurvey—not Excel—then repeat the refresh.
Good to know
- ✓Excel edits do not synchronise back into SiteSurvey.
- ✓Record the project name, workbook version and affected fields when contacting support.
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